Skip to main content

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

DH holding history

Definitive Healthcare Corp. 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.

DH overviewAll 13F holders of DHFull Q2 2026 holdings

Shares (Q2 2026)
894,949
Value
$743.6K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of DH by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026894,949$743.6K<0.1%+426,768+91.2%AddedHolders
Q1 2026468,181$575.9K<0.1%−230,786−33.0%ReducedHolders
Q4 2025698,967$2.01M0.2%+583,562+505.7%AddedHolders
Q3 2025115,405$468.5K<0.1%+115,405NewHolders