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Cetera Investment Advisers: AI position timeline

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

Cetera Investment Advisers held 51,551 AI 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 51,551 shares
    Change vs previous 13F -33,564 shares

    <0.01% of the 13F portfolio, value $468,599.

    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 85,115 shares
    Change vs previous 13F -10,144 shares

    <0.01% of the 13F portfolio, value $716,668.

    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 95,259 shares
    Change vs previous 13F -12,756 shares

    <0.01% of the 13F portfolio, value $1,284,091.

    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 108,015 shares
    Change vs previous 13F +27,450 shares

    <0.01% of the 13F portfolio, value $1,872,980.

    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 80,565 shares
    Change vs previous 13F +14,250 shares

    <0.01% of the 13F portfolio, value $1,979,482.

    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 66,315 shares
    Change vs previous 13F +5,412 shares

    <0.01% of the 13F portfolio, value $1,395,931.

    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 60,903 shares
    Change vs previous 13F -4,226 shares

    <0.01% of the 13F portfolio, value $2,096,890.

    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 65,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,578,076.

    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).