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Cetera Investment Advisers: WSO position timeline

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

Cetera Investment Advisers held 12,722 WSO 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 12,722 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $5,302,055.

    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 12,822 shares
    Change vs previous 13F +2,276 shares

    <0.01% of the 13F portfolio, value $4,664,660.

    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 10,546 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $3,553,448.

    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 11,452 shares
    Change vs previous 13F +2,742 shares

    0.01% of the 13F portfolio, value $4,630,368.

    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 8,710 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $3,846,503.

    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 8,432 shares
    Change vs previous 13F +503 shares

    0.01% of the 13F portfolio, value $4,285,617.

    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 7,929 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $3,757,327.

    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 7,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,704,383.

    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).