CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
DOX holding history
Amdocs Ltd 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.
DOX overviewAll 13F holders of DOXFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,580
- Value
- $686.3K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,580 | $686.3K | <0.1% | +3,290+32.0% | Added | Holders |
| Q1 2026 | 10,290 | $671.5K | <0.1% | +6,232+153.6% | Added | Holders |
| Q4 2025 | 4,058 | $326.7K | <0.1% | +284+7.5% | Added | Holders |
| Q3 2025 | 3,774 | $309.7K | <0.1% | +675+21.8% | Added | Holders |
| Q2 2025 | 3,099 | $282.8K | <0.1% | −323−9.4% | Reduced | Holders |
| Q1 2025 | 3,422 | $313.1K | <0.1% | +392+12.9% | Added | Holders |
| Q4 2024 | 3,030 | $258.0K | <0.1% | −216−6.7% | Reduced | Holders |
| Q3 2024 | 3,246 | $284.0K | <0.1% | −94−2.8% | Reduced | Holders |
| Q2 2024 | 3,340 | $263.6K | <0.1% | −1,552−31.7% | Reduced | Holders |
| Q1 2024 | 4,892 | $442.1K | <0.1% | −163−3.2% | Reduced | Holders |
| Q4 2023 | 5,055 | $444.3K | <0.1% | +753+17.5% | Added | Holders |
| Q3 2023 | 4,302 | $363.5K | <0.1% | −5,859−57.7% | Reduced | Holders |
| Q2 2023 | 10,161 | $1.00M | 0.1% | +10,161 | New | Holders |