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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
15,984
Value
$1.21M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of XYZ by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,984$1.21M<0.1%+5,722+55.8%AddedHolders
Q1 202610,262$617.6K<0.1%−62,203−85.8%ReducedHolders
Q4 202572,465$4.72M<0.1%+61,712+573.9%AddedHolders
Q3 202510,753$777.1K<0.1%+1,136+11.8%AddedHolders
Q2 20259,617$653.3K<0.1%+491+5.4%AddedHolders
Q1 20259,126$495.8K<0.1%−3,085−25.3%ReducedHolders
Q4 202412,211$1.04M<0.1%+4,939+67.9%AddedHolders
Q3 20247,272$488.1K<0.1%−6,022−45.3%ReducedHolders
Q2 202413,294$857.3K<0.1%+6,658+100.3%AddedHolders
Q1 20246,636$561.3K<0.1%+1,572+31.0%AddedHolders
Q4 20235,064$352.6K<0.1%+2,765+120.3%AddedHolders
Q3 20232,299$101.7K<0.1%−1,313−36.4%ReducedHolders
Q2 20233,612$240.4K<0.1%−3,551−49.6%ReducedHolders
Q1 20237,163$491.7K<0.1%+831+13.1%AddedHolders
Q4 20226,332$145.7K<0.1%+6,332NewHolders
Q3 20220$00.0%−3,716−100.0%Sold outHolders
Q2 20223,716$228.0K<0.1%+3,716NewHolders
Q1 20220$00.0%−12,495−100.0%Sold outHolders
Q4 202112,495$2.02M<0.1%+865+7.4%AddedHolders
Q3 202111,630$2.79M0.1%+3,710+46.8%AddedHolders
Q2 20217,920$1.93M0.1%−2,406−23.3%ReducedHolders
Q1 202110,326$2.35M0.1%––Holders

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