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Disclosery

GM Advisory Group, LLC: BWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GM Advisory Group, LLC on BWFG, newest first. How the timeline and the estimate are built.

GM Advisory Group, LLC held 106,498 BWFG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 106,498 shares
    Change vs previous 13F +439 shares

    0.2% of the 13F portfolio, value $5,167,300.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 106,059 shares
    Change vs previous 13F +472 shares

    0.19% of the 13F portfolio, value $4,859,643.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 105,587 shares
    Change vs previous 13F +521 shares

    0.2% of the 13F portfolio, value $4,672,246.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 105,066 shares
    Change vs previous 13F +589 shares

    0.19% of the 13F portfolio, value $3,785,516.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 104,477 shares
    Change vs previous 13F +14,119 shares

    0.17% of the 13F portfolio, value $3,153,127.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 90,358 shares
    Change vs previous 13F +551 shares

    0.16% of the 13F portfolio, value $2,814,648.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 89,807 shares
    Change vs previous 13F +653 shares

    0.16% of the 13F portfolio, value $2,689,705.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 89,154 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,261,843.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).