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Cetera Investment Advisers: KBWD position timeline

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

Cetera Investment Advisers held 71,412 KBWD 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 71,412 shares
    Change vs previous 13F +13,813 shares

    <0.01% of the 13F portfolio, value $886,937.

    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 57,599 shares
    Change vs previous 13F +5,408 shares

    <0.01% of the 13F portfolio, value $722,286.

    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 52,191 shares
    Change vs previous 13F -7,361 shares

    <0.01% of the 13F portfolio, value $713,167.

    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 59,552 shares
    Change vs previous 13F +12,511 shares

    <0.01% of the 13F portfolio, value $805,751.

    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 47,041 shares
    Change vs previous 13F +13,405 shares

    <0.01% of the 13F portfolio, value $652,455.

    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 33,636 shares
    Change vs previous 13F +3,224 shares

    <0.01% of the 13F portfolio, value $486,035.

    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 30,412 shares
    Change vs previous 13F -1,832 shares

    <0.01% of the 13F portfolio, value $446,138.

    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 32,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $492,681.

    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).