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Ameritas Investment Partners, Inc.: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on CWB, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 70,861 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,861 shares
    Change vs previous 13F +63,959 shares

    0.09% of the 13F portfolio, value $7,640,300.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 225 shares
    • Ameritas Advisory Services, LLC: 70,636 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,902 shares
    Change vs previous 13F -824 shares

    0.01% of the 13F portfolio, value $631,640.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 225 shares
    • Ameritas Advisory Services, LLC: 6,677 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,726 shares
    Change vs previous 13F +6,738 shares

    0.01% of the 13F portfolio, value $689,168.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 224 shares
    • Ameritas Advisory Services, LLC: 7,502 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 988 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $89,403.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 223 shares
    • Ameritas Advisory Services, LLC: 765 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 987 shares
    Change vs previous 13F -68,651 shares

    <0.01% of the 13F portfolio, value $81,580.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 222 shares
    • Ameritas Advisory Services, LLC: 765 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,638 shares
    Change vs previous 13F +2,146 shares

    0.1% of the 13F portfolio, value $5,336,621.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 221 shares
    • Ameritas Advisory Services, LLC: 69,417 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,492 shares
    Change vs previous 13F +67,274 shares

    0.09% of the 13F portfolio, value $5,256,961.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 220 shares
    • Ameritas Advisory Services, LLC: 67,272 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,730.

    13F-HR 0001055980-24-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).