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Cetera Investment Advisers: SW position timeline

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

Cetera Investment Advisers held 65,865 SW 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 65,865 shares
    Change vs previous 13F +7,068 shares

    <0.01% of the 13F portfolio, value $3,046,958.

    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 58,797 shares
    Change vs previous 13F +8,475 shares

    <0.01% of the 13F portfolio, value $2,343,076.

    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 50,322 shares
    Change vs previous 13F +21,230 shares

    <0.01% of the 13F portfolio, value $1,945,927.

    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 29,092 shares
    Change vs previous 13F +7,630 shares

    <0.01% of the 13F portfolio, value $1,238,481.

    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 21,462 shares
    Change vs previous 13F -2,053 shares

    <0.01% of the 13F portfolio, value $926,080.

    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 23,515 shares
    Change vs previous 13F +1,504 shares

    <0.01% of the 13F portfolio, value $1,059,577.

    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 22,011 shares
    Change vs previous 13F -5,183 shares

    <0.01% of the 13F portfolio, value $1,185,537.

    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 27,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,343,933.

    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).