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Cetera Investment Advisers: CGMS position timeline

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

Cetera Investment Advisers held 5,061,712 CGMS 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 5,061,712 shares
    Change vs previous 13F +765,563 shares

    0.13% of the 13F portfolio, value $138,336,596.

    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 4,296,149 shares
    Change vs previous 13F +646,551 shares

    0.12% of the 13F portfolio, value $116,984,126.

    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 3,649,598 shares
    Change vs previous 13F +570,060 shares

    0.11% of the 13F portfolio, value $100,801,911.

    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 3,079,538 shares
    Change vs previous 13F +388,975 shares

    0.1% of the 13F portfolio, value $85,457,189.

    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 2,690,563 shares
    Change vs previous 13F +429,051 shares

    0.13% of the 13F portfolio, value $74,313,366.

    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 2,261,512 shares
    Change vs previous 13F +459,655 shares

    0.12% of the 13F portfolio, value $61,739,293.

    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 1,801,857 shares
    Change vs previous 13F +489,231 shares

    0.1% of the 13F portfolio, value $49,154,648.

    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 1,312,626 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,543,522.

    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).