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Cetera Investment Advisers: CMS position timeline

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

Cetera Investment Advisers held 107,645 CMS 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 107,645 shares
    Change vs previous 13F +13,868 shares

    0.01% of the 13F portfolio, value $8,234,826.

    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 93,777 shares
    Change vs previous 13F +9,469 shares

    0.01% of the 13F portfolio, value $7,275,229.

    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 84,308 shares
    Change vs previous 13F +20,052 shares

    0.01% of the 13F portfolio, value $5,895,671.

    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 64,256 shares
    Change vs previous 13F +27,660 shares

    0.01% of the 13F portfolio, value $4,707,417.

    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 36,596 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $2,535,406.

    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 36,741 shares
    Change vs previous 13F +2,750 shares

    0.01% of the 13F portfolio, value $2,759,634.

    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 33,991 shares
    Change vs previous 13F +2,440 shares

    <0.01% of the 13F portfolio, value $2,265,492.

    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 31,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,228,437.

    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).