Position in WFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,224,187
+$6,021 QoQ
Shares Held
18,750
-5.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026Cetera Investment Advisers holds $2,606,694 across 4 Lumber & Wood Production names. WFG ranks #1 (47.0% of the industry book) .
All Filings in WFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224,187 | 18,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,218,166 | 19,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,138,121 | 16,742 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $571,740 | 7,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $550,813 | 7,159 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $264,583 | 3,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,055 | 2,517 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $207,395 | 2,698 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||