Skip to content
Disclosery

Cambridge Investment Research Advisors, Inc.: KBWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on KBWD, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 115,443 KBWD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 115,443 shares
    Change vs previous 13F -10,922 shares

    <0.01% of the 13F portfolio, value $1,434,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 126,365 shares
    Change vs previous 13F -7,205 shares

    <0.01% of the 13F portfolio, value $1,585,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 133,570 shares
    Change vs previous 13F +18,261 shares

    <0.01% of the 13F portfolio, value $1,825,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 115,309 shares
    Change vs previous 13F +4,435 shares

    <0.01% of the 13F portfolio, value $1,560,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 110,874 shares
    Change vs previous 13F +4,502 shares

    <0.01% of the 13F portfolio, value $1,538,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 106,372 shares
    Change vs previous 13F -13,244 shares

    0.01% of the 13F portfolio, value $1,537,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 119,616 shares
    Change vs previous 13F +5,968 shares

    0.01% of the 13F portfolio, value $1,755,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 113,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,737,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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