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Cetera Investment Advisers: CEFS position timeline

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

Cetera Investment Advisers held 285,866 CEFS 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 285,866 shares
    Change vs previous 13F +17,013 shares

    0.01% of the 13F portfolio, value $7,329,606.

    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 268,853 shares
    Change vs previous 13F +15,036 shares

    0.01% of the 13F portfolio, value $6,062,626.

    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 253,817 shares
    Change vs previous 13F +20,932 shares

    0.01% of the 13F portfolio, value $5,847,951.

    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 232,885 shares
    Change vs previous 13F +32,463 shares

    0.01% of the 13F portfolio, value $5,302,807.

    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 200,422 shares
    Change vs previous 13F +14,774 shares

    0.01% of the 13F portfolio, value $4,457,372.

    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 185,648 shares
    Change vs previous 13F +12,478 shares

    0.01% of the 13F portfolio, value $3,959,863.

    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 173,170 shares
    Change vs previous 13F +14,916 shares

    0.01% of the 13F portfolio, value $3,709,296.

    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 158,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,521,144.

    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).