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Cetera Investment Advisers: WFRD position timeline

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

Cetera Investment Advisers held 15,150 WFRD 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 15,150 shares
    Change vs previous 13F +1,262 shares

    <0.01% of the 13F portfolio, value $1,234,752.

    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 13,888 shares
    Change vs previous 13F +2,784 shares

    <0.01% of the 13F portfolio, value $1,313,574.

    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 11,104 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $868,989.

    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 10,884 shares
    Change vs previous 13F -1,880 shares

    <0.01% of the 13F portfolio, value $744,841.

    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 12,764 shares
    Change vs previous 13F +2,695 shares

    <0.01% of the 13F portfolio, value $642,157.

    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 10,069 shares
    Change vs previous 13F -2,249 shares

    <0.01% of the 13F portfolio, value $539,195.

    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 12,318 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $882,338.

    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 12,860 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,092,071.

    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).