Skip to content
Disclosery

Cetera Investment Advisers: BDC position timeline

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

Cetera Investment Advisers held 10,643 BDC 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 10,643 shares
    Change vs previous 13F -495 shares

    <0.01% of the 13F portfolio, value $1,276,220.

    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 11,138 shares
    Change vs previous 13F +5,095 shares

    <0.01% of the 13F portfolio, value $1,278,957.

    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 6,043 shares
    Change vs previous 13F +816 shares

    <0.01% of the 13F portfolio, value $704,357.

    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 5,227 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $628,673.

    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 5,113 shares
    Change vs previous 13F -541 shares

    <0.01% of the 13F portfolio, value $592,085.

    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 5,654 shares
    Change vs previous 13F +2,018 shares

    <0.01% of the 13F portfolio, value $566,814.

    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 3,636 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $409,450.

    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 2,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,462.

    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).