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Cetera Investment Advisers: ADX position timeline

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

Cetera Investment Advisers held 150,243 ADX 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 150,243 shares
    Change vs previous 13F +3,479 shares

    <0.01% of the 13F portfolio, value $3,838,704.

    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 146,764 shares
    Change vs previous 13F -3,758 shares

    <0.01% of the 13F portfolio, value $3,212,655.

    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 150,522 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $3,510,165.

    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 149,654 shares
    Change vs previous 13F +186 shares

    <0.01% of the 13F portfolio, value $3,337,285.

    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 149,468 shares
    Change vs previous 13F -1,038 shares

    0.01% of the 13F portfolio, value $3,244,944.

    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 150,506 shares
    Change vs previous 13F +1,299 shares

    0.01% of the 13F portfolio, value $2,858,109.

    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 149,207 shares
    Change vs previous 13F +6,845 shares

    0.01% of the 13F portfolio, value $3,013,988.

    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 142,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,069,327.

    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).