GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,539,418 | 183,484 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,894,113 | 134,144 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,703,669 | 126,385 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $292,937 | 21,105 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $441,742 | 32,505 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $314,057 | 22,242 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $254,503 | 19,150 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $248,254 | 18,850 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $231,948 | 18,950 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $195,426 | 16,450 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $214,837 | 16,450 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $141,980 | 11,450 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $136,639 | 10,700 | Shares | Sole | 2023-02-14 |
| 2021-09-30 | $627,826 | 29,925 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $289,750 | 12,500 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $250,875 | 12,500 | Shares | Sole | 2021-04-26 |