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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
436,020
Value
$34.4M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NDAQ by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026436,020$34.4M0.1%+383,543+730.9%AddedHolders
Q1 202652,477$4.45M<0.1%−852−1.6%ReducedHolders
Q4 202553,329$5.18M<0.1%+15,909+42.5%AddedHolders
Q3 202537,420$3.31M<0.1%+386+1.0%AddedHolders
Q2 202537,034$3.31M<0.1%+5,891+18.9%AddedHolders
Q1 202531,143$2.36M<0.1%+16,542+113.3%AddedHolders
Q4 202414,601$1.13M<0.1%+5,254+56.2%AddedHolders
Q3 20249,347$682.4K<0.1%+1,469+18.6%AddedHolders
Q2 20247,878$474.7K<0.1%+4,734+150.6%AddedHolders
Q1 20243,144$198.4K<0.1%+2,275+261.8%AddedHolders
Q4 2023869$50.6K<0.1%−1,127−56.5%ReducedHolders
Q3 20231,996$97.0K<0.1%−26−1.3%ReducedHolders
Q2 20232,022$100.8K<0.1%+426+26.7%AddedHolders
Q1 20231,596$87.2K<0.1%−5,094−76.1%ReducedHolders
Q4 20226,690$361.7K<0.1%−4,801−41.8%ReducedHolders
Q3 202211,491$651.0K<0.1%−2,534−18.1%ReducedConverted for a 3-for-1 splitHolders
Q2 20224,675$713.0K<0.1%+4,675NewHolders
Q1 20220$00.0%−7,683−100.0%Sold outHolders
Q4 20217,683$1.61M<0.1%+3,417+80.1%AddedHolders
Q3 20214,266$823.0K<0.1%+452+11.9%AddedHolders
Q2 20213,814$671.0K<0.1%+64+1.7%AddedHolders
Q1 20213,750$553.0K<0.1%––Holders

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