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Cetera Investment Advisers: XAWFX position timeline

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

Cetera Investment Advisers held 165,467 XAWFX 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 165,467 shares
    Change vs previous 13F +12,414 shares

    <0.01% of the 13F portfolio, value $1,704,319.

    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 153,053 shares
    Change vs previous 13F -1,564 shares

    <0.01% of the 13F portfolio, value $1,556,548.

    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 154,617 shares
    Change vs previous 13F +4,399 shares

    <0.01% of the 13F portfolio, value $1,652,860.

    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 150,218 shares
    Change vs previous 13F +65,485 shares

    <0.01% of the 13F portfolio, value $1,683,946.

    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 84,733 shares
    Change vs previous 13F +1,230 shares

    <0.01% of the 13F portfolio, value $934,610.

    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 83,503 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $895,986.

    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 83,645 shares
    Change vs previous 13F +51,893 shares

    <0.01% of the 13F portfolio, value $897,515.

    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 31,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,069.

    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).