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Cetera Investment Advisers: SWAN position timeline

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

Cetera Investment Advisers held 61,152 SWAN 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 61,152 shares
    Change vs previous 13F -5,203 shares

    <0.01% of the 13F portfolio, value $2,040,147.

    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 66,355 shares
    Change vs previous 13F -9,421 shares

    <0.01% of the 13F portfolio, value $2,061,073.

    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 75,776 shares
    Change vs previous 13F +2,312 shares

    <0.01% of the 13F portfolio, value $2,460,446.

    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 73,464 shares
    Change vs previous 13F +40,624 shares

    <0.01% of the 13F portfolio, value $2,364,373.

    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 32,840 shares
    Change vs previous 13F -32,413 shares

    <0.01% of the 13F portfolio, value $1,006,546.

    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 65,253 shares
    Change vs previous 13F -8,369 shares

    <0.01% of the 13F portfolio, value $1,873,414.

    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 73,622 shares
    Change vs previous 13F -3,330 shares

    <0.01% of the 13F portfolio, value $2,161,947.

    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 76,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,340,110.

    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).