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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

GIS holding history

General Mills Inc in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GIS overviewAll 13F holders of GISFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of GIS by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,005−100.0%Sold outHolders
Q3 20243,005$221.9K<0.1%−500−14.3%ReducedHolders
Q2 20243,505$221.7K<0.1%−300−7.9%ReducedHolders
Q1 20243,805$266.2K0.1%00.0%UnchangedHolders
Q4 20233,805$247.9K0.1%00.0%UnchangedHolders
Q3 20233,805$243.5K0.1%−70−1.8%ReducedHolders
Q2 20233,875$297.2K0.1%+70+1.8%AddedHolders
Q1 20233,805$325.2K0.1%−1,605−29.7%ReducedHolders
Q4 20225,410$453.6K0.1%00.0%UnchangedHolders
Q3 20225,410$414.0K0.1%−660−10.9%ReducedHolders
Q2 20226,070$458.0K0.1%−2,151−26.2%ReducedHolders
Q1 20228,221$557.0K0.2%−162−1.9%ReducedHolders
Q4 20218,383$563.0K0.1%+28+0.3%AddedHolders
Q3 20218,355$500.0K0.1%00.0%UnchangedHolders
Q2 20218,355$509.0K0.1%−12−0.1%ReducedHolders
Q1 20218,367$513.0K0.2%––Holders

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