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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

RILY holding history

BRC Group Holdings, 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.

RILY overviewAll 13F holders of RILYFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2022
Holdings of RILY by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−20,004−100.0%Sold outHolders
Q2 202420,004$352.9K<0.1%+2,968+17.4%AddedHolders
Q1 202417,036$360.7K<0.1%−797−4.5%ReducedHolders
Q4 202317,833$374.3K<0.1%+10,394+139.7%AddedHolders
Q3 20237,439$304.9K<0.1%+617+9.0%AddedHolders
Q2 20236,822$313.7K<0.1%−2,832−29.3%ReducedHolders
Q1 20239,654$274.1K<0.1%+2,726+39.3%AddedHolders
Q4 20226,928$236.9K<0.1%+2,243+47.9%AddedHolders
Q3 20224,685$209.0K<0.1%+4,685NewHolders