LWM Advisory Services, LLC

SEC CIK: 0001697716
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SIRI holding history

Sirius XM Holdings 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.

SIRI overview All 13F holders of SIRI Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SIRI by LWM Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−13,111−100.0%	Sold out	Holders
Q1 2026	13,111	$302.6K	0.3%	+13,111	New	Holders
Q1 2023	0	$0	0.0%	−36,136−100.0%	Sold out	Holders
Q4 2022	36,136	$211.0K	0.2%	+36,136	New	Holders