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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

WD holding history

Walker & Dunlop, 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.

WD overviewAll 13F holders of WDFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of WD by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−3,450−100.0%Sold outHolders
Q4 20233,450$383.0K<0.1%−668−16.2%ReducedHolders
Q3 20234,118$305.7K<0.1%+136+3.4%AddedHolders
Q2 20233,982$314.9K<0.1%+347+9.5%AddedHolders
Q1 20233,635$276.9K<0.1%+636+21.2%AddedHolders
Q4 20222,999$235.4K<0.1%+511+20.5%AddedHolders
Q3 20222,488$208.0K<0.1%+271+12.2%AddedHolders
Q2 20222,217$214.0K<0.1%−7,117−76.2%ReducedHolders
Q1 20229,334$1.21M0.1%+751+8.7%AddedHolders
Q4 20218,583$1.29M0.1%−4,148−32.6%ReducedHolders
Q3 202112,731$1.45M0.2%−535−4.0%ReducedHolders
Q2 202113,266$1.39M0.2%+10,002+306.4%AddedHolders
Q1 20213,264$335.0K0.1%––Holders

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