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Cetera Investment Advisers: ARES position timeline

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

Cetera Investment Advisers held 64,588 ARES 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 64,588 shares
    Change vs previous 13F -6,844 shares

    0.01% of the 13F portfolio, value $7,189,322.

    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 71,432 shares
    Change vs previous 13F +3,611 shares

    0.01% of the 13F portfolio, value $7,793,180.

    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 67,821 shares
    Change vs previous 13F +1,116 shares

    0.01% of the 13F portfolio, value $10,962,012.

    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 66,705 shares
    Change vs previous 13F +7,224 shares

    0.01% of the 13F portfolio, value $10,665,601.

    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 59,481 shares
    Change vs previous 13F -475 shares

    0.02% of the 13F portfolio, value $10,302,103.

    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 59,956 shares
    Change vs previous 13F +2,373 shares

    0.02% of the 13F portfolio, value $8,790,118.

    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 57,583 shares
    Change vs previous 13F -11,079 shares

    0.02% of the 13F portfolio, value $10,193,999.

    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 68,662 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,700,250.

    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).