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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

AGO holding history

Assured Guaranty Ltd in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGO overviewAll 13F holders of AGOFull Q2 2026 holdings

Shares (Q2 2026)
58
Value
$4.65K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of AGO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658$4.65K<0.1%00.0%UnchangedHolders
Q1 202658$4.73K<0.1%00.0%UnchangedHolders
Q4 202558$5.21K<0.1%00.0%UnchangedHolders
Q3 202558$4.91K<0.1%00.0%UnchangedHolders
Q2 202558$5.05K<0.1%00.0%UnchangedHolders
Q1 202558$5.11K<0.1%00.0%UnchangedHolders
Q4 202458$5.22K<0.1%−1−1.7%ReducedHolders
Q3 202459$4.69K<0.1%00.0%UnchangedHolders
Q2 202459$4.55K<0.1%−2,059−97.2%ReducedHolders
Q1 20242,118$184.8K<0.1%+748+54.6%AddedHolders
Q4 20231,370$102.5K<0.1%+145+11.8%AddedHolders
Q3 20231,225$74.1K<0.1%00.0%UnchangedHolders
Q2 20231,225$68.4K<0.1%+69+6.0%AddedHolders
Q1 20231,156$58.1K<0.1%−92−7.4%ReducedHolders
Q4 20221,248$24.0K<0.1%+1,248NewHolders
Q2 20220$00.0%−11,109−100.0%Sold outHolders
Q1 202211,109$707.0K<0.1%+11,109NewHolders