CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

OOMA holding history

Ooma 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.

OOMA overview All 13F holders of OOMA Full Q2 2026 holdings

Shares (Q2 2026): 130,464
Value: $2.51M
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2024

Holdings of OOMA by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	130,464	$2.51M	0.1%	+130,464	New	Holders
Q2 2025	0	$0	0.0%	−56,808−100.0%	Sold out	Holders
Q1 2025	56,808	$743.6K	0.1%	−207−0.4%	Reduced	Holders
Q4 2024	57,015	$801.6K	0.1%	+57,015	New	Holders