GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
OPRX holding history
OptimizeRx Corp 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.
OPRX overviewAll 13F holders of OPRXFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −549−100.0% | Sold out | Holders |
| Q4 2022 | 549 | $9 | <0.1% | +549 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −29,502−100.0% | Sold out | Holders |
| Q2 2022 | 29,502 | $808.0K | <0.1% | +10,126+52.3% | Added | Holders |
| Q1 2022 | 19,376 | $731.0K | <0.1% | +8,074+71.4% | Added | Holders |
| Q4 2021 | 11,302 | $702.0K | <0.1% | −2,038−15.3% | Reduced | Holders |
| Q3 2021 | 13,340 | $1.14M | <0.1% | −2,336−14.9% | Reduced | Holders |
| Q2 2021 | 15,676 | $970.0K | <0.1% | +15,676 | New | Holders |