GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $312,816 | 15,563 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $341,173 | 17,153 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $318,883 | 16,253 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $264,668 | 14,753 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $240,178 | 14,753 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $307,448 | 17,253 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $440,961 | 27,338 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $499,264 | 30,876 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $445,199 | 28,704 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $474,091 | 32,472 | Shares | Sole | 2023-11-14 |