CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
DFIN holding history
Donnelley Financial 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.
DFIN overviewAll 13F holders of DFINFull Q2 2026 holdings
- Shares (Q2 2026)
- 73,137
- Value
- $3.07M
- % of portfolio
- 0.1%
- Quarters held
- 17
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 73,137 | $3.07M | 0.1% | +26,987+58.5% | Added | Holders |
| Q1 2026 | 46,150 | $2.18M | 0.1% | +36,133+360.7% | Added | Holders |
| Q4 2025 | 10,017 | $467.7K | <0.1% | +1,171+13.2% | Added | Holders |
| Q3 2025 | 8,846 | $454.9K | <0.1% | +2,536+40.2% | Added | Holders |
| Q2 2025 | 6,310 | $389.0K | <0.1% | −1,557−19.8% | Reduced | Holders |
| Q1 2025 | 7,867 | $343.9K | <0.1% | +1,454+22.7% | Added | Holders |
| Q4 2024 | 6,413 | $402.3K | <0.1% | +177+2.8% | Added | Holders |
| Q3 2024 | 6,236 | $410.5K | <0.1% | +310+5.2% | Added | Holders |
| Q2 2024 | 5,926 | $353.3K | <0.1% | −14,328−70.7% | Reduced | Holders |
| Q1 2024 | 20,254 | $1.26M | 0.1% | +1,822+9.9% | Added | Holders |
| Q4 2023 | 18,432 | $1.15M | 0.1% | +12,927+234.8% | Added | Holders |
| Q3 2023 | 5,505 | $309.8K | <0.1% | −1,396−20.2% | Reduced | Holders |
| Q2 2023 | 6,901 | $314.2K | <0.1% | +6,901 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −7,241−100.0% | Sold out | Holders |
| Q2 2022 | 7,241 | $212.0K | <0.1% | +78+1.1% | Added | Holders |
| Q1 2022 | 7,163 | $238.0K | <0.1% | +1,909+36.3% | Added | Holders |
| Q4 2021 | 5,254 | $248.0K | <0.1% | −1,478−22.0% | Reduced | Holders |
| Q3 2021 | 6,732 | $233.0K | <0.1% | +6,732 | New | Holders |