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Cetera Investment Advisers: CEF position timeline

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

Cetera Investment Advisers held 340,595 CEF 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 340,595 shares
    Change vs previous 13F +2,168 shares

    0.01% of the 13F portfolio, value $13,702,120.

    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 338,427 shares
    Change vs previous 13F -33,184 shares

    0.02% of the 13F portfolio, value $16,149,716.

    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 371,611 shares
    Change vs previous 13F -43,410 shares

    0.02% of the 13F portfolio, value $17,019,787.

    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 415,021 shares
    Change vs previous 13F +40,543 shares

    0.02% of the 13F portfolio, value $15,227,144.

    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 374,478 shares
    Change vs previous 13F +15,184 shares

    0.02% of the 13F portfolio, value $11,271,777.

    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 359,294 shares
    Change vs previous 13F +1,184 shares

    0.02% of the 13F portfolio, value $10,207,533.

    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 358,110 shares
    Change vs previous 13F -2,183 shares

    0.02% of the 13F portfolio, value $8,508,685.

    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 360,293 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,823,567.

    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).