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Cetera Investment Advisers: CPA position timeline

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

Cetera Investment Advisers held 17,819 CPA 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 17,819 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $2,772,167.

    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 18,508 shares
    Change vs previous 13F -8,335 shares

    <0.01% of the 13F portfolio, value $2,102,677.

    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 26,843 shares
    Change vs previous 13F +3,447 shares

    <0.01% of the 13F portfolio, value $3,237,515.

    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 23,396 shares
    Change vs previous 13F +3,721 shares

    <0.01% of the 13F portfolio, value $2,779,999.

    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 19,675 shares
    Change vs previous 13F +11,427 shares

    <0.01% of the 13F portfolio, value $2,163,644.

    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 8,248 shares
    Change vs previous 13F +3,573 shares

    <0.01% of the 13F portfolio, value $762,581.

    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 4,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,837.

    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).