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Cetera Investment Advisers: OWL position timeline

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

Cetera Investment Advisers held 304,033 OWL 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 304,033 shares
    Change vs previous 13F +63,245 shares

    <0.01% of the 13F portfolio, value $2,660,294.

    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 240,788 shares
    Change vs previous 13F +120,075 shares

    <0.01% of the 13F portfolio, value $2,198,392.

    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 120,713 shares
    Change vs previous 13F +8,760 shares

    <0.01% of the 13F portfolio, value $1,803,454.

    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 111,953 shares
    Change vs previous 13F +10,232 shares

    <0.01% of the 13F portfolio, value $1,895,366.

    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 101,721 shares
    Change vs previous 13F +21,109 shares

    <0.01% of the 13F portfolio, value $1,954,060.

    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 80,612 shares
    Change vs previous 13F +36,352 shares

    <0.01% of the 13F portfolio, value $1,615,482.

    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 44,260 shares
    Change vs previous 13F +2,811 shares

    <0.01% of the 13F portfolio, value $1,029,489.

    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 41,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $802,444.

    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).