GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $184,645 | 16,710 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $200,835 | 16,598 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $173,507 | 14,387 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $178,629 | 14,775 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $179,084 | 15,465 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $204,910 | 15,654 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $225,928 | 19,544 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $185,876 | 15,633 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $136,652 | 11,630 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $107,210 | 10,230 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $133,614 | 11,700 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $121,200 | 10,000 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $89,645 | 7,330 | Shares | Sole | 2023-02-14 |