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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

XM holding history

Qualtrics International 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.

XM overviewAll 13F holders of XMFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of XM by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−13,763−100.0%Sold outHolders
Q4 202213,763$142.9K<0.1%+13,763NewHolders
Q4 20210$00.0%−27,106−100.0%Sold outHolders
Q3 202127,106$1.16M<0.1%+3,788+16.2%AddedHolders
Q2 202123,318$892.0K<0.1%−9,421−28.8%ReducedHolders
Q1 202132,739$1.08M<0.1%––Holders

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