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Cetera Investment Advisers: CFO position timeline

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

Cetera Investment Advisers held 439,136 CFO 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 439,136 shares
    Change vs previous 13F +3,604 shares

    0.03% of the 13F portfolio, value $35,165,280.

    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 435,532 shares
    Change vs previous 13F +5,722 shares

    0.03% of the 13F portfolio, value $32,295,643.

    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 429,810 shares
    Change vs previous 13F +16,513 shares

    0.03% of the 13F portfolio, value $31,738,804.

    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 413,297 shares
    Change vs previous 13F +8,779 shares

    0.04% of the 13F portfolio, value $30,497,435.

    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 404,518 shares
    Change vs previous 13F +11,757 shares

    0.05% of the 13F portfolio, value $28,838,088.

    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 392,761 shares
    Change vs previous 13F +6,352 shares

    0.05% of the 13F portfolio, value $26,908,056.

    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 386,409 shares
    Change vs previous 13F +5,487 shares

    0.06% of the 13F portfolio, value $26,639,036.

    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 380,922 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,584,546.

    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).