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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

GTLS holding history

Chart Industries Inc in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GTLS overviewAll 13F holders of GTLSFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2023
Holdings of GTLS by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,005−100.0%Sold outHolders
Q4 20242,005$382.6K0.3%−56−2.7%ReducedHolders
Q3 20242,061$255.9K0.2%+659+47.0%AddedHolders
Q2 20241,402$202.4K0.2%−70−4.8%ReducedHolders
Q1 20241,472$242.5K0.2%+1,472NewHolders
Q4 20230$00.0%−2,240−100.0%Sold outHolders
Q3 20232,240$378.8K0.4%−445−16.6%ReducedHolders
Q2 20232,685$429.0K0.5%00.0%UnchangedHolders
Q1 20232,685$336.7K0.4%+2,685NewHolders