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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

NWG holding history

NatWest Group plc 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.

NWG overviewAll 13F holders of NWGFull Q2 2026 holdings

Shares (Q2 2026)
61,632
Value
$1.09M
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of NWG by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661,632$1.09M<0.1%+1,903+3.2%AddedHolders
Q1 202659,729$890.0K<0.1%+2,333+4.1%AddedHolders
Q4 202557,396$1.00M<0.1%+6,395+12.5%AddedHolders
Q3 202551,001$721.7K<0.1%+7,425+17.0%AddedHolders
Q2 202543,576$616.6K<0.1%+28,740+193.7%AddedHolders
Q1 202514,836$176.8K<0.1%+14,734+14,445.1%AddedHolders
Q4 2024102$1.04K<0.1%−329−76.3%ReducedHolders
Q3 2024431$4.04K<0.1%+7+1.7%AddedHolders
Q2 2024424$3.40K<0.1%−938−68.9%ReducedHolders
Q1 20241,362$9.26K<0.1%−633−31.7%ReducedHolders
Q4 20231,995$11.2K<0.1%+1,995NewHolders
Q3 20230$00.0%−13,906−100.0%Sold outHolders
Q2 202313,906$85.1K<0.1%+1,172+9.2%AddedHolders
Q1 202312,734$84.0K<0.1%+7,949+166.1%AddedHolders
Q4 20224,785$31<0.1%−5,435−53.2%ReducedHolders
Q3 202210,220$51.0K<0.1%+10,220NewHolders