CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
SRCE holding history
1st Source Corp 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.
SRCE overviewAll 13F holders of SRCEFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,324
- Value
- $679.1K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,324 | $679.1K | <0.1% | +926+12.5% | Added | Holders |
| Q1 2026 | 7,398 | $512.0K | <0.1% | −48−0.6% | Reduced | Holders |
| Q4 2025 | 7,446 | $465.3K | <0.1% | +26+0.4% | Added | Holders |
| Q3 2025 | 7,420 | $456.8K | <0.1% | +1,162+18.6% | Added | Holders |
| Q2 2025 | 6,258 | $388.4K | <0.1% | +534+9.3% | Added | Holders |
| Q1 2025 | 5,724 | $342.4K | <0.1% | −1,103−16.2% | Reduced | Holders |
| Q4 2024 | 6,827 | $398.6K | <0.1% | −81−1.2% | Reduced | Holders |
| Q3 2024 | 6,908 | $413.7K | <0.1% | +293+4.4% | Added | Holders |
| Q2 2024 | 6,615 | $354.7K | <0.1% | −241−3.5% | Reduced | Holders |
| Q1 2024 | 6,856 | $359.4K | <0.1% | −137−2.0% | Reduced | Holders |
| Q4 2023 | 6,993 | $384.3K | <0.1% | −354−4.8% | Reduced | Holders |
| Q3 2023 | 7,347 | $309.2K | <0.1% | +7,347 | New | Holders |