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Cetera Advisors LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Advisors LLC on IWF, newest first. How the timeline and the estimate are built.

Cetera Advisors LLC held 0 IWF shares at 2024-03-31 per its 13F-HR/A filed 2024-05-24.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F/A 0 shares
    Change vs previous 13F -325,061 shares

    13F-HR/A 0001085146-24-002671 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 325,061 shares
    Change vs previous 13F -8,927 shares

    1.37% of the 13F portfolio, value $98,548,797.

    13F-HR 0001085146-24-001189 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 333,988 shares
    Change vs previous 13F +4,738 shares

    1.39% of the 13F portfolio, value $88,837,380.

    13F-HR 0001085146-23-004412 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 329,250 shares
    Change vs previous 13F +5,354 shares

    1.43% of the 13F portfolio, value $90,603,035.

    13F-HR 0001085146-23-003193 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 323,896 shares
    Change vs previous 13F +45,807 shares

    1.32% of the 13F portfolio, value $79,137,491.

    13F-HR 0001085146-23-002331 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 278,089 shares
    Change vs previous 13F +31,888 shares

    1.08% of the 13F portfolio, value $59,577,733.

    13F-HR 0001085146-23-001270 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 246,201 shares
    Change vs previous 13F +4,269 shares

    1.37% of the 13F portfolio, value $51,801,000.

    13F-HR 0001085146-22-003933 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 241,932 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $52,910,000.

    13F-HR 0001085146-22-002985 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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