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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

TW holding history

Tradeweb Markets 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.

TW overviewAll 13F holders of TWFull Q2 2026 holdings

Shares (Q2 2026)
3,049
Value
$303.9K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of TW by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,049$303.9K<0.1%+687+29.1%AddedHolders
Q1 20262,362$277.9K<0.1%+2,210+1,453.9%AddedHolders
Q4 2025152$16.4K<0.1%−25−14.1%ReducedHolders
Q3 2025177$19.7K<0.1%+20+12.7%AddedHolders
Q2 2025157$23.0K<0.1%00.0%UnchangedHolders
Q1 2025157$23.3K<0.1%−219−58.2%ReducedHolders
Q4 2024376$49.2K<0.1%+111+41.9%AddedHolders
Q3 2024265$32.8K<0.1%+65+32.5%AddedHolders
Q2 2024200$21.2K<0.1%−3,938−95.2%ReducedHolders
Q1 20244,138$431.1K<0.1%−268−6.1%ReducedHolders
Q4 20234,406$430.8K<0.1%+4,406NewHolders
Q1 20230$00.0%−259−100.0%Sold outHolders
Q4 2022259$86<0.1%+259NewHolders
Q3 20220$00.0%−4,810−100.0%Sold outHolders
Q2 20224,810$328.0K<0.1%+4,810NewHolders
Q1 20220$00.0%−3,120−100.0%Sold outHolders
Q4 20213,120$312.0K<0.1%+3,120NewHolders