GWM Advisors LLC
Holdings in SRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $62,207 | 10,744 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $185,623 | 26,367 | Shares | Sole | 2025-08-14 |
| 2024-03-31 | $1,567 | 85 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $6,007 | 307 | Shares | Sole | 2024-02-13 |
| 2022-12-31 | $1,056 | 49 | Shares | Sole | 2023-02-14 |