Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

SRC holding history

Spirit Realty Capital, 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.

SRC overviewAll 13F holders of SRCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of SRC by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−41,369−100.0%Sold outHolders
Q4 202341,369$1.81M<0.1%−11,217−21.3%ReducedHolders
Q3 202352,586$1.76M<0.1%+4,893+10.3%AddedHolders
Q2 202347,693$1.88M<0.1%−1,796−3.6%ReducedHolders
Q1 202349,489$1.97M<0.1%+2,150+4.5%AddedHolders
Q4 202247,339$9.11K<0.1%+8,112+20.7%AddedHolders
Q3 202239,227$1.42M<0.1%+6,186+18.7%AddedHolders
Q2 202233,041$1.25M<0.1%+8,242+33.2%AddedHolders
Q1 202224,799$1.14M<0.1%+4,439+21.8%AddedHolders
Q4 202120,360$981.0K<0.1%+3,177+18.5%AddedHolders
Q3 202117,183$791.0K<0.1%+4,688+37.5%AddedHolders
Q2 202112,495$598.0K<0.1%+3,392+37.3%AddedHolders
Q1 20219,103$387.0K<0.1%––Holders

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