GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PDLB holding history

Ponce Financial Group, 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of PDLB by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−664−100.0%	Sold out	Holders
Q1 2025	664	$8.41K	<0.1%	−2−0.3%	Reduced	Holders
Q4 2024	666	$8.66K	<0.1%	−880−56.9%	Reduced	Holders
Q3 2024	1,546	$18.1K	<0.1%	+1,546	New	Holders