CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
ADV holding history
Advantage Solutions Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ADV overviewAll 13F holders of ADVFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −22,270−100.0% | Sold out | Holders |
| Q1 2026 | 22,270 | $470.8K | <0.1% | 00.0% | UnchangedConverted for a 1-for-25 split | Holders |
| Q4 2025 | 554,271 | $487.8K | <0.1% | +258,379+87.3% | Added | Holders |
| Q3 2025 | 295,892 | $452.7K | <0.1% | −1,951−0.7% | Reduced | Holders |
| Q2 2025 | 297,843 | $393.2K | <0.1% | +66,018+28.5% | Added | Holders |
| Q1 2025 | 231,825 | $350.1K | <0.1% | +93,794+68.0% | Added | Holders |
| Q4 2024 | 138,031 | $403.1K | <0.1% | +15,406+12.6% | Added | Holders |
| Q3 2024 | 122,625 | $420.6K | <0.1% | +122,625 | New | Holders |