CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
XP holding history
XP 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.
XP overviewAll 13F holders of XPFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −89,121−100.0% | Sold out | Holders |
| Q1 2026 | 89,121 | $1.70M | 0.1% | +906+1.0% | Added | Holders |
| Q4 2025 | 88,215 | $1.44M | 0.1% | +35,213+66.4% | Added | Holders |
| Q3 2025 | 53,002 | $995.9K | 0.1% | +53,002 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −34,750−100.0% | Sold out | Holders |
| Q1 2024 | 34,750 | $891.7K | 0.1% | +34,750 | New | Holders |