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Cetera Investment Advisers: KBWP position timeline

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

Cetera Investment Advisers held 36,118 KBWP 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 36,118 shares
    Change vs previous 13F -25,980 shares

    <0.01% of the 13F portfolio, value $4,578,453.

    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 62,098 shares
    Change vs previous 13F +8,381 shares

    0.01% of the 13F portfolio, value $7,388,510.

    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 53,717 shares
    Change vs previous 13F +14,669 shares

    0.01% of the 13F portfolio, value $6,837,982.

    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 39,048 shares
    Change vs previous 13F +18,741 shares

    0.01% of the 13F portfolio, value $4,829,342.

    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 20,307 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $2,494,323.

    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 20,389 shares
    Change vs previous 13F +2,208 shares

    <0.01% of the 13F portfolio, value $2,540,251.

    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 18,181 shares
    Change vs previous 13F +3,058 shares

    <0.01% of the 13F portfolio, value $2,110,100.

    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 15,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,747,461.

    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).