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Cetera Investment Advisers: EQWL position timeline

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

Cetera Investment Advisers held 638,963 EQWL 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 638,963 shares
    Change vs previous 13F -39,805 shares

    0.08% of the 13F portfolio, value $82,439,034.

    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 678,768 shares
    Change vs previous 13F +22,443 shares

    0.08% of the 13F portfolio, value $78,221,244.

    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 656,325 shares
    Change vs previous 13F +35,458 shares

    0.08% of the 13F portfolio, value $77,551,416.

    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 620,867 shares
    Change vs previous 13F +70,559 shares

    0.08% of the 13F portfolio, value $71,201,096.

    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 550,308 shares
    Change vs previous 13F +30,535 shares

    0.1% of the 13F portfolio, value $60,517,370.

    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 519,773 shares
    Change vs previous 13F +59,526 shares

    0.1% of the 13F portfolio, value $53,583,354.

    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 460,247 shares
    Change vs previous 13F +53,496 shares

    0.1% of the 13F portfolio, value $47,074,024.

    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 406,751 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $41,618,810.

    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).