GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
FT holding history
Franklin Universal Trust 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.
FT overviewAll 13F holders of FTFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −13,338−100.0% | Sold out | Holders |
| Q2 2025 | 13,338 | $101.6K | <0.1% | −674−4.8% | Reduced | Holders |
| Q1 2025 | 14,012 | $105.5K | <0.1% | −2,274−14.0% | Reduced | Holders |
| Q4 2024 | 16,286 | $119.1K | <0.1% | −475−2.8% | Reduced | Holders |
| Q3 2024 | 16,761 | $126.7K | <0.1% | −175−1.0% | Reduced | Holders |
| Q2 2024 | 16,936 | $115.3K | <0.1% | +1,527+9.9% | Added | Holders |
| Q1 2024 | 15,409 | $102.3K | <0.1% | +4,109+36.4% | Added | Holders |
| Q4 2023 | 11,300 | $72.9K | <0.1% | −2,600−18.7% | Reduced | Holders |
| Q3 2023 | 13,900 | $88.3K | <0.1% | −7,000−33.5% | Reduced | Holders |
| Q2 2023 | 20,900 | $140.7K | <0.1% | +1,700+8.9% | Added | Holders |
| Q1 2023 | 19,200 | $130.3K | <0.1% | −2,100−9.9% | Reduced | Holders |
| Q4 2022 | 21,300 | $143.3K | <0.1% | +1,300+6.5% | Added | Holders |
| Q3 2022 | 20,000 | $127.0K | <0.1% | +500+2.6% | Added | Holders |
| Q2 2022 | 19,500 | $145.0K | <0.1% | +3,400+21.1% | Added | Holders |
| Q1 2022 | 16,100 | $130.0K | <0.1% | +2,200+15.8% | Added | Holders |
| Q4 2021 | 13,900 | $118.0K | <0.1% | +13,900 | New | Holders |