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Cetera Investment Advisers: SWBI position timeline

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

Cetera Investment Advisers held 15,036 SWBI 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 15,036 shares
    Change vs previous 13F -10,822 shares

    <0.01% of the 13F portfolio, value $226,139.

    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 25,858 shares
    Change vs previous 13F -8,410 shares

    <0.01% of the 13F portfolio, value $370,549.

    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 34,268 shares
    Change vs previous 13F -3,580 shares

    <0.01% of the 13F portfolio, value $338,225.

    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 37,848 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $372,053.

    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 35,854 shares
    Change vs previous 13F -59,973 shares

    <0.01% of the 13F portfolio, value $311,212.

    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 95,827 shares
    Change vs previous 13F +5,218 shares

    <0.01% of the 13F portfolio, value $893,108.

    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 90,609 shares
    Change vs previous 13F +2,893 shares

    <0.01% of the 13F portfolio, value $915,604.

    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 87,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,138,548.

    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).