Skip to content
Disclosery

Cetera Investment Advisers: CGMU position timeline

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

Cetera Investment Advisers held 5,174,365 CGMU 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 5,174,365 shares
    Change vs previous 13F +296,672 shares

    0.13% of the 13F portfolio, value $142,139,813.

    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 4,877,693 shares
    Change vs previous 13F +720,377 shares

    0.14% of the 13F portfolio, value $132,429,373.

    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 4,157,316 shares
    Change vs previous 13F +606,857 shares

    0.12% of the 13F portfolio, value $113,827,298.

    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 3,550,459 shares
    Change vs previous 13F +596,379 shares

    0.11% of the 13F portfolio, value $96,892,031.

    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 2,954,080 shares
    Change vs previous 13F +378,221 shares

    0.13% of the 13F portfolio, value $78,844,387.

    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 2,575,859 shares
    Change vs previous 13F +259,458 shares

    0.13% of the 13F portfolio, value $69,084,563.

    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 2,316,401 shares
    Change vs previous 13F +147,350 shares

    0.13% of the 13F portfolio, value $62,357,525.

    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 2,169,051 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $59,562,133.

    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).