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Cetera Investment Advisers: WES position timeline

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

Cetera Investment Advisers held 99,433 WES 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 99,433 shares
    Change vs previous 13F -4,862 shares

    <0.01% of the 13F portfolio, value $4,351,212.

    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 104,295 shares
    Change vs previous 13F +3,291 shares

    <0.01% of the 13F portfolio, value $4,293,837.

    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 101,004 shares
    Change vs previous 13F -8,837 shares

    <0.01% of the 13F portfolio, value $3,989,638.

    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 109,841 shares
    Change vs previous 13F +20,422 shares

    0.01% of the 13F portfolio, value $4,315,678.

    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 89,419 shares
    Change vs previous 13F +31,843 shares

    0.01% of the 13F portfolio, value $3,460,495.

    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 57,576 shares
    Change vs previous 13F +8,776 shares

    <0.01% of the 13F portfolio, value $2,358,317.

    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 48,800 shares
    Change vs previous 13F +19,826 shares

    <0.01% of the 13F portfolio, value $1,875,371.

    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 28,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,108,536.

    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).