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Cetera Advisors LLC: SWAN position timeline

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

Cetera Advisors LLC held 0 SWAN shares at 2023-12-31 per its 13F-HR filed 2024-02-13.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -8,687 shares

    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).

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

  2. period ended2023-09-30
    13F 8,687 shares
    Change vs previous 13F -26,186 shares

    <0.01% of the 13F portfolio, value $207,446.

    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).

  3. period ended2023-06-30
    13F 34,873 shares
    Change vs previous 13F -12,107 shares

    0.01% of the 13F portfolio, value $897,282.

    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).

  4. period ended2023-03-31
    13F 46,980 shares
    Change vs previous 13F -3,966 shares

    0.02% of the 13F portfolio, value $1,200,269.

    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).

  5. period ended2022-12-31
    13F 50,946 shares
    Change vs previous 13F -88,586 shares

    0.02% of the 13F portfolio, value $1,245,630.

    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).

  6. period ended2022-09-30
    13F 139,532 shares
    Change vs previous 13F +53,983 shares

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

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2022-06-30
    13F 85,549 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,309,000.

    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).