Current Market Value 917,957,751
Current Holdings 824
Most Recent File Date 2025-07-24
Total Filings on Record 37
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CWM Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 824 917,958
2025-06-03 2025-03-31 13F-HR 800 841,291
2025-01-17 2024-12-31 13F-HR 824 893,588
2024-10-10 2024-09-30 13F-HR 827 977,494
2024-08-12 2024-06-30 13F-HR 802 867,647
2024-05-07 2024-03-31 13F-HR 792 977,359
2024-02-12 2023-12-31 13F-HR 785 909,261
2023-10-26 2023-09-30 13F-HR 791 783,232
2023-07-31 2023-06-30 13F-HR 788 826,677
2023-04-24 2023-03-31 13F-HR 782 785,805
2023-01-26 2022-12-31 13F-HR 743 777,062
2022-11-07 2022-09-30 13F-HR 754 707,779
2022-08-10 2022-06-30 13F-HR 762 753,659
2022-04-21 2022-03-31 13F-HR 788 864,069
2022-02-14 2021-12-31 13F-HR/A 1 R 786 872,157
2022-02-03 2021-12-31 13F-HR 99 353,187
2021-11-09 2021-09-30 13F-HR 794 791,140
2021-08-10 2021-06-30 13F-HR 593 759,958
2021-04-30 2021-03-31 13F-HR 597 652,117
2021-02-12 2020-12-31 13F-HR 622 452,176
2020-11-16 2020-09-30 13F-HR 432 363,409
2020-08-12 2020-06-30 13F-HR 485 289,563
2020-05-08 2020-03-31 13F-HR 802 250,330
2020-01-24 2019-12-31 13F-HR 351 278,872
2019-11-13 2019-09-30 13F-HR 375 262,280
2019-07-16 2019-06-30 13F-HR 328 237,739
2019-05-16 2019-03-31 13F-HR 297 215,351
2019-02-21 2018-12-31 13F-HR/A 1 R 242 148,727
2019-02-01 2018-12-31 13F-HR 130 274,936
2019-02-21 2018-09-30 13F-HR/A 1 R 237 162,265
2018-11-07 2018-09-30 13F-HR 225 333,887
2019-02-21 2018-06-30 13F-HR/A 1 R 220 140,705
2018-07-19 2018-06-30 13F-HR 78 219,644
2019-02-22 2018-03-31 13F-HR/A 1 R 199 98,156
2018-04-13 2018-03-31 13F-HR 40 129,044
2019-02-21 2017-12-31 13F-HR/A 1 R 931 117,638
2018-02-15 2017-12-31 13F-HR 919 125,516