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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

KIM holding history

Kimco Realty 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.

KIM overviewAll 13F holders of KIMFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of KIM by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−20,667−100.0%Sold outHolders
Q4 202320,667$440.4K<0.1%−100−0.5%ReducedHolders
Q3 202320,767$365.3K<0.1%+868+4.4%AddedHolders
Q2 202319,899$392.4K<0.1%−1,155−5.5%ReducedHolders
Q1 202321,054$411.2K0.1%+3,155+17.6%AddedHolders
Q4 202217,899$379.1K<0.1%+868+5.1%AddedHolders
Q3 202217,031$314.0K<0.1%+762+4.7%AddedHolders
Q2 202216,269$322.0K<0.1%+697+4.5%AddedHolders
Q1 202215,572$385.0K<0.1%−1,676−9.7%ReducedHolders
Q4 202117,248$425.0K<0.1%−133−0.8%ReducedHolders
Q3 202117,381$361.0K<0.1%−6,907−28.4%ReducedHolders
Q2 202124,288$506.0K0.1%+782+3.3%AddedHolders
Q1 202123,506$441.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.