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Cetera Investment Advisers: PBW position timeline

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

Cetera Investment Advisers held 18,509 PBW 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 18,509 shares
    Change vs previous 13F -53,780 shares

    <0.01% of the 13F portfolio, value $722,055.

    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 72,289 shares
    Change vs previous 13F +55,181 shares

    <0.01% of the 13F portfolio, value $2,282,878.

    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 17,108 shares
    Change vs previous 13F +3,731 shares

    <0.01% of the 13F portfolio, value $522,471.

    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 13,377 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $386,331.

    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 13,880 shares
    Change vs previous 13F +1,142 shares

    <0.01% of the 13F portfolio, value $276,492.

    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 12,738 shares
    Change vs previous 13F -1,624 shares

    <0.01% of the 13F portfolio, value $200,498.

    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 14,362 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $287,386.

    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 14,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $286,065.

    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).