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Cetera Investment Advisers: CGSM position timeline

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

Cetera Investment Advisers held 1,268,729 CGSM 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 1,268,729 shares
    Change vs previous 13F +279,472 shares

    0.03% of the 13F portfolio, value $33,475,421.

    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 989,257 shares
    Change vs previous 13F +288,245 shares

    0.03% of the 13F portfolio, value $25,997,665.

    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 701,012 shares
    Change vs previous 13F +142,689 shares

    0.02% of the 13F portfolio, value $18,464,651.

    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 558,323 shares
    Change vs previous 13F +147,643 shares

    0.02% of the 13F portfolio, value $14,717,414.

    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 410,680 shares
    Change vs previous 13F +32,913 shares

    0.02% of the 13F portfolio, value $10,710,531.

    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 377,767 shares
    Change vs previous 13F +51,442 shares

    0.02% of the 13F portfolio, value $9,825,725.

    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 326,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,474,671.

    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).