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Cetera Investment Advisers: CWS position timeline

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

Cetera Investment Advisers held 67,177 CWS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,177 shares
    Change vs previous 13F -1,211 shares

    <0.01% of the 13F portfolio, value $4,580,819.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 68,388 shares
    Change vs previous 13F +2,260 shares

    <0.01% of the 13F portfolio, value $4,428,934.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 66,128 shares
    Change vs previous 13F +3,420 shares

    <0.01% of the 13F portfolio, value $4,544,931.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 62,708 shares
    Change vs previous 13F +27,037 shares

    0.01% of the 13F portfolio, value $4,303,761.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 35,671 shares
    Change vs previous 13F +3,125 shares

    <0.01% of the 13F portfolio, value $2,497,094.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 32,546 shares
    Change vs previous 13F +795 shares

    <0.01% of the 13F portfolio, value $2,130,772.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 31,751 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $2,056,498.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 30,254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,078,925.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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