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Cetera Investment Advisers: BAM position timeline

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

Cetera Investment Advisers held 76,379 BAM 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 76,379 shares
    Change vs previous 13F +11,545 shares

    <0.01% of the 13F portfolio, value $3,425,421.

    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 64,834 shares
    Change vs previous 13F +13,597 shares

    <0.01% of the 13F portfolio, value $2,875,448.

    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 51,237 shares
    Change vs previous 13F -4,715 shares

    <0.01% of the 13F portfolio, value $2,687,084.

    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 55,952 shares
    Change vs previous 13F +15,557 shares

    <0.01% of the 13F portfolio, value $3,185,445.

    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 40,395 shares
    Change vs previous 13F +353 shares

    <0.01% of the 13F portfolio, value $2,231,705.

    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 40,042 shares
    Change vs previous 13F +11,008 shares

    <0.01% of the 13F portfolio, value $1,938,418.

    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 29,034 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $1,573,956.

    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 28,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,338,316.

    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).