GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in PSF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $279,661 | 13,790 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $280,218 | 13,485 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $265,465 | 13,181 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $269,405 | 13,477 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $266,361 | 13,473 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $295,528 | 13,784 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $286,414 | 14,480 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $216,211 | 10,816 | Shares | Sole | 2024-05-14 |
| 2023-09-30 | $272,706 | 15,075 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $393,654 | 21,677 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $356,515 | 19,697 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $318,932 | 17,037 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $310,672 | 17,298 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $325,838 | 15,996 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $318,134 | 13,784 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $331,891 | 12,384 | Shares | Sole | 2022-02-17 |