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Cetera Investment Advisers: CGBD position timeline

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

Cetera Investment Advisers held 103,761 CGBD 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 103,761 shares
    Change vs previous 13F +8,867 shares

    <0.01% of the 13F portfolio, value $1,092,606.

    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 94,894 shares
    Change vs previous 13F +18,974 shares

    <0.01% of the 13F portfolio, value $1,038,138.

    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 75,920 shares
    Change vs previous 13F -4,769 shares

    <0.01% of the 13F portfolio, value $948,246.

    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 80,689 shares
    Change vs previous 13F +13,565 shares

    <0.01% of the 13F portfolio, value $1,008,622.

    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 67,124 shares
    Change vs previous 13F +8,929 shares

    <0.01% of the 13F portfolio, value $918,258.

    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 58,195 shares
    Change vs previous 13F +12,843 shares

    <0.01% of the 13F portfolio, value $941,597.

    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 45,352 shares
    Change vs previous 13F -3,240 shares

    <0.01% of the 13F portfolio, value $813,164.

    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 48,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $824,609.

    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).