GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $954,994 | 75,434 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $259,695 | 19,900 | Shares | Sole | 2025-11-17 |
| 2024-12-31 | $152,760 | 11,400 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $165,300 | 11,400 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $172,508 | 12,200 | Shares | Sole | 2024-08-16 |
| 2023-06-30 | $166,808 | 11,600 | Shares | Sole | 2023-08-14 |