Skip to main content
Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
760,691
Value
$261.0M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of V by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026760,691$261.0M0.8%+3,282+0.4%AddedHolders
Q1 2026757,409$228.9M0.8%+16,206+2.2%AddedHolders
Q4 2025741,203$259.9M0.9%+356,134+92.5%AddedHolders
Q3 2025385,069$131.5M0.6%−2,373−0.6%ReducedHolders
Q2 2025387,442$137.6M0.7%+8,166+2.2%AddedHolders
Q1 2025379,276$132.9M0.8%+3,490+0.9%AddedHolders
Q4 2024375,786$118.8M0.7%+11,532+3.2%AddedHolders
Q3 2024364,254$100.2M0.6%+19,136+5.5%AddedHolders
Q2 2024345,118$90.6M0.7%+47,211+15.8%AddedHolders
Q1 2024297,907$83.1M0.7%+89,454+42.9%AddedHolders
Q4 2023208,453$55.0M0.5%+25,154+13.7%AddedHolders
Q3 2023183,299$42.2M0.5%+28,466+18.4%AddedHolders
Q2 2023154,833$36.8M0.4%+1,525+1.0%AddedHolders
Q1 2023153,308$34.6M0.4%+7,637+5.2%AddedHolders
Q4 2022145,671$15.5M0.4%+17,031+13.2%AddedHolders
Q3 2022128,640$22.9M0.4%+857+0.7%AddedHolders
Q2 2022127,783$25.2M0.4%+7,190+6.0%AddedHolders
Q1 2022120,593$26.7M0.5%+4,513+3.9%AddedHolders
Q4 2021116,080$25.2M0.4%+42,793+58.4%AddedHolders
Q3 202173,287$16.3M0.4%+6,133+9.1%AddedHolders
Q2 202167,154$15.7M0.4%+4,472+7.1%AddedHolders
Q1 202162,682$13.3M0.4%––Holders

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