GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
CCB holding history
Coastal Financial Corp 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.
CCB overviewAll 13F holders of CCBFull Q2 2026 holdings
- Shares (Q2 2026)
- 202
- Value
- $15.7K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 202 | $15.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 202 | $15.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 202 | $23.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 202 | $21.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 202 | $19.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 202 | $18.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 202 | $17.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 202 | $10.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 202 | $9.32K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 202 | $7.85K | <0.1% | −161−44.4% | Reduced | Holders |
| Q4 2023 | 363 | $16.1K | <0.1% | +363 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −2,117−100.0% | Sold out | Holders |
| Q4 2022 | 2,117 | $100.6K | <0.1% | +2,117 | New | Holders |