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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

SRDX holding history

Surmodics 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.

SRDX overviewAll 13F holders of SRDXFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of SRDX by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−15,066−100.0%Sold outHolders
Q3 202515,066$450.3K<0.1%+1,931+14.7%AddedHolders
Q2 202513,135$390.2K<0.1%+1,885+16.8%AddedHolders
Q1 202511,250$343.5K<0.1%+1,142+11.3%AddedHolders
Q4 202410,108$400.3K<0.1%−538−5.1%ReducedHolders
Q3 202410,646$412.9K<0.1%+10,646NewHolders