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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PFD holding history

Flaherty & Crumrine Preferred & Income Fund 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.

PFD overviewAll 13F holders of PFDFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2022
Holdings of PFD by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−13,100−100.0%Sold outHolders
Q3 202313,100$119.6K<0.1%−16,124−55.2%ReducedHolders
Q2 202329,224$288.1K<0.1%+4,115+16.4%AddedHolders
Q1 202325,109$249.6K<0.1%+1,429+6.0%AddedHolders
Q4 202223,680$263.1K<0.1%+7,100+42.8%AddedHolders
Q3 202216,580$176.0K<0.1%+2,330+16.4%AddedHolders
Q2 202214,250$179.0K<0.1%+3,400+31.3%AddedHolders
Q1 202210,850$150.0K<0.1%+10,850NewHolders