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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

IBTX holding history

Independent Bank Group, 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.

IBTX overviewAll 13F holders of IBTXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q3 2022
Holdings of IBTX by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,626−100.0%Sold outHolders
Q4 20246,626$402.0K<0.1%−537−7.5%ReducedHolders
Q3 20247,163$413.0K<0.1%−525−6.8%ReducedHolders
Q2 20247,688$350.0K<0.1%−101−1.3%ReducedHolders
Q1 20247,789$355.6K<0.1%−739−8.7%ReducedHolders
Q4 20238,528$433.9K<0.1%−561−6.2%ReducedHolders
Q3 20239,089$359.5K<0.1%−953−9.5%ReducedHolders
Q2 202310,042$346.7K<0.1%+3,318+49.3%AddedHolders
Q1 20236,724$311.6K<0.1%+2,809+71.7%AddedHolders
Q4 20223,915$235.2K<0.1%+529+15.6%AddedHolders
Q3 20223,386$208.0K<0.1%+3,386NewHolders