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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

CASH holding history

Pathward Financial, 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.

CASH overviewAll 13F holders of CASHFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2023
Holdings of CASH by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−11,088−100.0%Sold outHolders
Q4 202411,088$815.9K0.1%+11,088NewHolders
Q1 20240$00.0%−14,547−100.0%Sold outHolders
Q4 202314,547$770.0K0.1%+14,547NewHolders