GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,137,805 | 88,202 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,181,394 | 81,814 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,132,385 | 81,408 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,279,290 | 88,471 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,240,231 | 86,307 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,398,923 | 97,215 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $845,477 | 59,083 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $710,830 | 47,803 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $802,648 | 60,623 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $780,514 | 59,718 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $898,478 | 64,177 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $778,302 | 62,414 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $747,094 | 62,206 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $739,310 | 62,920 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $640,724 | 51,217 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $682,307 | 44,450 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $720,498 | 43,561 | Shares | Sole | 2022-02-17 |