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Cetera Investment Advisers: CLIP position timeline

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

Cetera Investment Advisers held 96,816 CLIP 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 96,816 shares
    Change vs previous 13F -174,406 shares

    0.01% of the 13F portfolio, value $9,714,479.

    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 271,222 shares
    Change vs previous 13F +203,166 shares

    0.03% of the 13F portfolio, value $27,219,833.

    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 68,056 shares
    Change vs previous 13F +18,321 shares

    0.01% of the 13F portfolio, value $6,813,108.

    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 49,735 shares
    Change vs previous 13F -20,604 shares

    0.01% of the 13F portfolio, value $4,994,487.

    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 70,339 shares
    Change vs previous 13F +3,615 shares

    0.01% of the 13F portfolio, value $7,063,415.

    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 66,724 shares
    Change vs previous 13F +41,558 shares

    0.01% of the 13F portfolio, value $6,701,769.

    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 25,166 shares
    Change vs previous 13F -3,871 shares

    0.01% of the 13F portfolio, value $2,519,152.

    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 29,037 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,918,244.

    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).