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Cetera Investment Advisers: CAIE position timeline

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

Cetera Investment Advisers held 24,612 CAIE 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 24,612 shares
    Change vs previous 13F -58,418 shares

    <0.01% of the 13F portfolio, value $669,697.

    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 83,030 shares
    Change vs previous 13F -3,231 shares

    <0.01% of the 13F portfolio, value $2,087,373.

    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 86,261 shares
    Change vs previous 13F +1,494 shares

    <0.01% of the 13F portfolio, value $2,306,630.

    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 84,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,328,560.

    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).