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Cetera Investment Advisers: WSFS position timeline

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

Cetera Investment Advisers held 20,113 WSFS 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 20,113 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $1,543,307.

    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 20,570 shares
    Change vs previous 13F +1,214 shares

    <0.01% of the 13F portfolio, value $1,346,545.

    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 19,356 shares
    Change vs previous 13F -1,228 shares

    <0.01% of the 13F portfolio, value $1,069,215.

    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 20,584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,110,128.

    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).