Skip to main content

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

MLM holding history

Martin Marietta Materials Inc in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
861
Value
$496.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MLM by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026861$496.5K0.1%+142+19.7%AddedHolders
Q1 2026719$423.3K0.1%00.0%UnchangedHolders
Q4 2025719$447.7K0.1%00.0%UnchangedHolders
Q3 2025719$453.2K0.1%00.0%UnchangedHolders
Q2 2025719$394.7K0.1%−71−9.0%ReducedHolders
Q1 2025790$377.7K0.1%00.0%UnchangedHolders
Q4 2024790$408.0K0.1%+71+9.9%AddedHolders
Q3 2024719$387.0K0.1%00.0%UnchangedHolders
Q2 2024719$389.6K0.2%00.0%UnchangedHolders
Q1 2024719$441.4K0.2%−186−20.6%ReducedHolders
Q4 2023905$451.5K0.2%+180+24.8%AddedHolders
Q3 2023725$297.6K0.1%00.0%UnchangedHolders
Q2 2023725$334.7K0.1%00.0%UnchangedHolders
Q1 2023725$257.4K0.1%+6+0.8%AddedHolders
Q4 2022719$241.0K0.1%−6−0.8%ReducedHolders
Q3 2022725$234.0K0.1%00.0%UnchangedHolders
Q2 2022725$217.0K0.1%00.0%UnchangedHolders
Q1 2022725$279.0K0.1%00.0%UnchangedHolders
Q4 2021725$319.0K0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021719$253.0K0.1%00.0%UnchangedHolders
Q1 2021719$241.0K0.1%––Holders

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