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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

PLUS holding history

Eplus 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.

PLUS overviewAll 13F holders of PLUSFull Q2 2026 holdings

Shares (Q2 2026)
9,761
Value
$812.4K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of PLUS by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,761$812.4K<0.1%+1,692+21.0%AddedHolders
Q1 20268,069$607.2K<0.1%+1,310+19.4%AddedHolders
Q4 20256,759$592.7K0.1%−892−11.7%ReducedHolders
Q3 20257,651$543.3K0.1%−11,144−59.3%ReducedHolders
Q2 202518,795$1.36M0.1%+12,290+188.9%AddedHolders
Q1 20256,505$397.0K<0.1%+613+10.4%AddedHolders
Q4 20245,892$435.3K<0.1%−7,392−55.6%ReducedHolders
Q3 202413,284$1.31M0.1%+7,931+148.2%AddedHolders
Q2 20245,353$394.4K<0.1%+168+3.2%AddedHolders
Q1 20245,185$407.3K<0.1%−315−5.7%ReducedHolders
Q4 20235,500$439.1K<0.1%−155−2.7%ReducedHolders
Q3 20235,655$359.2K<0.1%−11,506−67.0%ReducedHolders
Q2 202317,161$966.1K0.1%+10,647+163.4%AddedHolders
Q1 20236,514$319.4K<0.1%+228+3.6%AddedHolders
Q4 20226,286$278.4K<0.1%+473+8.1%AddedHolders
Q3 20225,813$241.0K<0.1%+969+20.0%AddedHolders
Q2 20224,844$257.0K<0.1%−361−6.9%ReducedHolders
Q1 20225,205$292.0K<0.1%+590+12.8%AddedHolders
Q4 20214,615$249.0K<0.1%+127+2.8%AddedConverted for a 2-for-1 splitHolders
Q3 20212,244$230.0K<0.1%+2,244NewHolders