CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
GO holding history
Grocery Outlet Holding 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.
GO overviewAll 13F holders of GOFull Q2 2026 holdings
- Shares (Q2 2026)
- 69,457
- Value
- $693.2K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 69,457 | $693.2K | <0.1% | −4,042−5.5% | Reduced | Holders |
| Q1 2026 | 73,499 | $518.2K | <0.1% | +27,085+58.4% | Added | Holders |
| Q4 2025 | 46,414 | $468.8K | <0.1% | +18,282+65.0% | Added | Holders |
| Q3 2025 | 28,132 | $451.5K | <0.1% | −3,308−10.5% | Reduced | Holders |
| Q2 2025 | 31,440 | $390.5K | <0.1% | +6,788+27.5% | Added | Holders |
| Q1 2025 | 24,652 | $344.6K | <0.1% | +24,652 | New | Holders |