Skip to content
Disclosery

Cetera Advisors LLC: IWP position timeline

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

Cetera Advisors LLC held 0 IWP 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 -133,412 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 133,412 shares
    Change vs previous 13F +7,077 shares

    0.19% of the 13F portfolio, value $13,936,251.

    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 126,335 shares
    Change vs previous 13F +7,589 shares

    0.18% of the 13F portfolio, value $11,540,721.

    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 118,746 shares
    Change vs previous 13F +8,773 shares

    0.18% of the 13F portfolio, value $11,474,461.

    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 109,973 shares
    Change vs previous 13F -45,200 shares

    0.17% of the 13F portfolio, value $10,013,038.

    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 155,173 shares
    Change vs previous 13F -19,060 shares

    0.24% of the 13F portfolio, value $12,972,438.

    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 174,233 shares
    Change vs previous 13F -12,828 shares

    0.36% of the 13F portfolio, value $13,665,000.

    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 187,061 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $14,819,000.

    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).