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Cetera Investment Advisers: KBWB position timeline

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

Cetera Investment Advisers held 138,359 KBWB 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 138,359 shares
    Change vs previous 13F -7,260 shares

    0.01% of the 13F portfolio, value $12,864,640.

    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 145,619 shares
    Change vs previous 13F -10,241 shares

    0.01% of the 13F portfolio, value $11,521,409.

    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 155,860 shares
    Change vs previous 13F +1,145 shares

    0.01% of the 13F portfolio, value $13,137,415.

    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 154,715 shares
    Change vs previous 13F +11,706 shares

    0.01% of the 13F portfolio, value $12,100,305.

    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 143,009 shares
    Change vs previous 13F +7,228 shares

    0.02% of the 13F portfolio, value $10,242,287.

    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 135,781 shares
    Change vs previous 13F +6,300 shares

    0.02% of the 13F portfolio, value $8,522,985.

    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 129,481 shares
    Change vs previous 13F +29,276 shares

    0.02% of the 13F portfolio, value $8,461,604.

    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 100,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,873,032.

    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).