GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

MTRX holding history

Matrix Service Co 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of MTRX by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−1,041−100.0%	Sold out	Holders
Q1 2024	1,041	$13.6K	<0.1%	+373+55.8%	Added	Holders
Q4 2023	668	$6.53K	<0.1%	+585+704.8%	Added	Holders
Q3 2023	83	$979	<0.1%	+83	New	Holders