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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

CSV holding history

Carriage Services 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.

CSV overviewAll 13F holders of CSVFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of CSV by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−19,203−100.0%Sold outHolders
Q2 202519,203$878.3K0.1%+19,203NewHolders
Q1 20250$00.0%−20,604−100.0%Sold outHolders
Q4 202420,604$821.1K0.1%+20,604NewHolders