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Cetera Investment Advisers: CI position timeline

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

Cetera Investment Advisers held 89,768 CI 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 89,768 shares
    Change vs previous 13F +6,326 shares

    0.02% of the 13F portfolio, value $24,747,286.

    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 83,442 shares
    Change vs previous 13F +10,408 shares

    0.02% of the 13F portfolio, value $22,258,197.

    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 73,034 shares
    Change vs previous 13F -7,954 shares

    0.02% of the 13F portfolio, value $20,101,121.

    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 80,988 shares
    Change vs previous 13F +7,583 shares

    0.03% of the 13F portfolio, value $23,344,852.

    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 73,405 shares
    Change vs previous 13F +1,318 shares

    0.04% of the 13F portfolio, value $24,266,042.

    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 72,087 shares
    Change vs previous 13F +7,993 shares

    0.05% of the 13F portfolio, value $23,716,692.

    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 64,094 shares
    Change vs previous 13F -507 shares

    0.04% of the 13F portfolio, value $17,699,009.

    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 64,601 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,380,353.

    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).