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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

FDS holding history

Factset Research Systems Inc 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
6,358
Value
$1.46M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FDS by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,358$1.46M<0.1%+2,959+87.1%AddedHolders
Q1 20263,399$737.6K<0.1%−1,648−32.7%ReducedHolders
Q4 20255,047$1.46M<0.1%−111−2.2%ReducedHolders
Q3 20255,158$1.48M<0.1%−759−12.8%ReducedHolders
Q2 20255,917$2.65M<0.1%+526+9.8%AddedHolders
Q1 20255,391$2.45M<0.1%+17+0.3%AddedHolders
Q4 20245,374$2.58M<0.1%+64+1.2%AddedHolders
Q3 20245,310$2.44M<0.1%+44+0.8%AddedHolders
Q2 20245,266$2.15M<0.1%+908+20.8%AddedHolders
Q1 20244,358$1.98M<0.1%+68+1.6%AddedHolders
Q4 20234,290$2.04M<0.1%+4+0.1%AddedHolders
Q3 20234,286$1.87M<0.1%+12+0.3%AddedHolders
Q2 20234,274$1.71M<0.1%−301−6.6%ReducedHolders
Q1 20234,575$1.90M<0.1%−138−2.9%ReducedHolders
Q4 20224,713$689.3K<0.1%+398+9.2%AddedHolders
Q3 20224,315$1.73M<0.1%−498−10.3%ReducedHolders
Q2 20224,813$1.85M<0.1%+4,813NewHolders
Q1 20220$00.0%−4,435−100.0%Sold outHolders
Q4 20214,435$2.15M<0.1%+2,275+105.3%AddedHolders
Q3 20212,160$853.0K<0.1%+179+9.0%AddedHolders
Q2 20211,981$665.0K<0.1%−60−2.9%ReducedHolders
Q1 20212,041$630.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.