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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

PATK holding history

Patrick Industries 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.

PATK overviewAll 13F holders of PATKFull Q2 2026 holdings

Shares (Q2 2026)
8,659
Value
$777.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PATK by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,659$777.4K<0.1%+3,046+54.3%AddedHolders
Q1 20265,613$623.5K<0.1%+289+5.4%AddedHolders
Q4 20255,324$577.3K0.1%−43−0.8%ReducedHolders
Q3 20255,367$555.1K0.1%+151+2.9%AddedHolders
Q2 20255,216$481.3K0.1%+368+7.6%AddedHolders
Q1 20254,848$410.0K<0.1%−428−8.1%ReducedHolders
Q4 20245,276$438.3K<0.1%+2,004+61.2%AddedHolders
Q3 20243,272$465.8K<0.1%−385−10.5%ReducedHolders
Q2 20243,657$396.9K<0.1%−2,890−44.1%ReducedHolders
Q1 20246,547$782.1K0.1%+2,150+48.9%AddedHolders
Q4 20234,397$441.2K<0.1%−275−5.9%ReducedHolders
Q3 20234,672$350.7K<0.1%+76+1.7%AddedHolders
Q2 20234,596$367.7K<0.1%−63−1.4%ReducedHolders
Q1 20234,659$320.6K<0.1%−82−1.7%ReducedHolders
Q4 20224,741$287.3K<0.1%−743−13.5%ReducedHolders
Q3 20225,484$240.0K<0.1%+593+12.1%AddedHolders
Q2 20224,891$254.0K<0.1%+366+8.1%AddedHolders
Q1 20224,525$273.0K<0.1%+1,401+44.8%AddedHolders
Q4 20213,124$252.0K<0.1%+220+7.6%AddedHolders
Q3 20212,904$242.0K<0.1%−990−25.4%ReducedHolders
Q2 20213,894$284.0K<0.1%+118+3.1%AddedHolders
Q1 20213,776$321.0K<0.1%––Holders

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