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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

WSO holding history

Watsco 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.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
1,536
Value
$639.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WSO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,536$639.9K<0.1%+779+102.9%AddedHolders
Q1 2026757$275.3K<0.1%−172−18.5%ReducedHolders
Q4 2025929$313.0K<0.1%−652−41.2%ReducedHolders
Q3 20251,581$639.2K<0.1%−1,503−48.7%ReducedHolders
Q2 20253,084$1.36M<0.1%−129−4.0%ReducedHolders
Q1 20253,213$1.63M<0.1%+167+5.5%AddedHolders
Q4 20243,046$1.44M<0.1%−36−1.2%ReducedHolders
Q3 20243,082$1.52M<0.1%+509+19.8%AddedHolders
Q2 20242,573$1.19M<0.1%−222−7.9%ReducedHolders
Q1 20242,795$1.21M<0.1%−64−2.2%ReducedHolders
Q4 20232,859$1.23M<0.1%−38−1.3%ReducedHolders
Q3 20232,897$1.09M<0.1%−313−9.8%ReducedHolders
Q2 20233,210$1.22M<0.1%−35−1.1%ReducedHolders
Q1 20233,245$1.03M<0.1%−221−6.4%ReducedHolders
Q4 20223,466$77.7K<0.1%+186+5.7%AddedHolders
Q3 20223,280$844.0K<0.1%−680−17.2%ReducedHolders
Q2 20223,960$946.0K<0.1%+3,960NewHolders
Q1 20220$00.0%−5,737−100.0%Sold outHolders
Q4 20215,737$1.79M<0.1%+1,170+25.6%AddedHolders
Q3 20214,567$1.21M<0.1%−44−1.0%ReducedHolders
Q2 20214,611$1.32M<0.1%+93+2.1%AddedHolders
Q1 20214,518$1.18M<0.1%––Holders

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