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Cetera Investment Advisers: DWM position timeline

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

Cetera Investment Advisers held 69,779 DWM 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 69,779 shares
    Change vs previous 13F -14,476 shares

    <0.01% of the 13F portfolio, value $5,108,839.

    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 84,255 shares
    Change vs previous 13F +4,731 shares

    0.01% of the 13F portfolio, value $5,888,601.

    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 79,524 shares
    Change vs previous 13F -1,397 shares

    0.01% of the 13F portfolio, value $5,468,114.

    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 80,921 shares
    Change vs previous 13F +17,269 shares

    0.01% of the 13F portfolio, value $5,358,467.

    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 63,652 shares
    Change vs previous 13F +14,810 shares

    0.01% of the 13F portfolio, value $4,045,704.

    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 48,842 shares
    Change vs previous 13F +1,126 shares

    0.01% of the 13F portfolio, value $2,840,361.

    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 47,716 shares
    Change vs previous 13F +2,396 shares

    0.01% of the 13F portfolio, value $2,514,418.

    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 45,320 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,608,468.

    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).