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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

UBSI holding history

United Bankshares 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.

UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings

Shares (Q2 2026)
14,852
Value
$680.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBSI by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,852$680.7K<0.1%+2,463+19.9%AddedHolders
Q1 202612,389$513.2K<0.1%+245+2.0%AddedHolders
Q4 202512,144$466.3K<0.1%−88−0.7%ReducedHolders
Q3 202512,232$455.2K<0.1%+1,580+14.8%AddedHolders
Q2 202510,652$388.1K<0.1%+730+7.4%AddedHolders
Q1 20259,922$344.0K<0.1%−744−7.0%ReducedHolders
Q4 202410,666$400.5K<0.1%−429−3.9%ReducedHolders
Q3 202411,095$411.6K<0.1%+291+2.7%AddedHolders
Q2 202410,804$350.5K<0.1%+828+8.3%AddedHolders
Q1 20249,976$357.0K<0.1%−234−2.3%ReducedHolders
Q4 202310,210$383.4K<0.1%−889−8.0%ReducedHolders
Q3 202311,099$306.2K<0.1%+522+4.9%AddedHolders
Q2 202310,577$313.8K<0.1%+2,816+36.3%AddedHolders
Q1 20237,761$273.2K<0.1%+1,937+33.3%AddedHolders
Q4 20225,824$235.8K<0.1%+23+0.4%AddedHolders
Q3 20225,801$207.0K<0.1%−220−3.7%ReducedHolders
Q2 20226,021$211.0K<0.1%−764−11.3%ReducedHolders
Q1 20226,785$237.0K<0.1%−31−0.5%ReducedHolders
Q4 20216,816$247.0K<0.1%−114−1.6%ReducedHolders
Q3 20216,930$252.0K<0.1%−10,296−59.8%ReducedHolders
Q2 202117,226$629.0K0.1%+522+3.1%AddedHolders
Q1 202116,704$644.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.