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Cetera Investment Advisers: BEN position timeline

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

Cetera Investment Advisers held 136,082 BEN 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 136,082 shares
    Change vs previous 13F +8,452 shares

    <0.01% of the 13F portfolio, value $4,527,441.

    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 127,630 shares
    Change vs previous 13F -24,000 shares

    <0.01% of the 13F portfolio, value $3,014,614.

    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 151,630 shares
    Change vs previous 13F +9,687 shares

    <0.01% of the 13F portfolio, value $3,622,465.

    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 141,943 shares
    Change vs previous 13F +23,742 shares

    <0.01% of the 13F portfolio, value $3,283,150.

    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 118,201 shares
    Change vs previous 13F +16,112 shares

    <0.01% of the 13F portfolio, value $2,819,086.

    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 102,089 shares
    Change vs previous 13F +13,578 shares

    <0.01% of the 13F portfolio, value $1,965,209.

    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 88,511 shares
    Change vs previous 13F -166,976 shares

    <0.01% of the 13F portfolio, value $1,795,882.

    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 255,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,148,064.

    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).