GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

FISI holding history

Financial Institutions 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.

FISI overview All 13F holders of FISI Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of FISI by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−12,124−100.0%	Sold out	Holders
Q1 2023	12,124	$233.7K	<0.1%	+7,607+168.4%	Added	Holders
Q4 2022	4,517	$110.0K	<0.1%	+4,517	New	Holders