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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

PAX holding history

Patria Investments Ltd 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.

PAX overviewAll 13F holders of PAXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of PAX by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−143,727−100.0%Sold outHolders
Q1 2026143,727$1.81M0.1%+62,652+77.3%AddedHolders
Q4 202581,075$1.29M0.1%+81,075NewHolders
Q3 20250$00.0%−61,494−100.0%Sold outHolders
Q2 202561,494$864.6K0.1%+61,494NewHolders