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Cetera Investment Advisers: CGSD position timeline

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

Cetera Investment Advisers held 2,661,653 CGSD 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 2,661,653 shares
    Change vs previous 13F +174,498 shares

    0.06% of the 13F portfolio, value $68,484,338.

    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 2,487,155 shares
    Change vs previous 13F +157,326 shares

    0.07% of the 13F portfolio, value $64,143,740.

    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 2,329,829 shares
    Change vs previous 13F +249,622 shares

    0.07% of the 13F portfolio, value $60,598,856.

    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 2,080,207 shares
    Change vs previous 13F +240,938 shares

    0.06% of the 13F portfolio, value $54,043,778.

    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 1,839,269 shares
    Change vs previous 13F +321,670 shares

    0.08% of the 13F portfolio, value $47,701,462.

    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 1,517,599 shares
    Change vs previous 13F +197,754 shares

    0.08% of the 13F portfolio, value $39,169,227.

    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 1,319,845 shares
    Change vs previous 13F +103,978 shares

    0.07% of the 13F portfolio, value $33,840,813.

    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 1,215,867 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,503,123.

    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).