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Cetera Investment Advisers: CPZ position timeline

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

Cetera Investment Advisers held 38,843 CPZ 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 38,843 shares
    Change vs previous 13F +2,373 shares

    <0.01% of the 13F portfolio, value $508,066.

    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 36,470 shares
    Change vs previous 13F +653 shares

    <0.01% of the 13F portfolio, value $494,900.

    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 35,817 shares
    Change vs previous 13F +3,002 shares

    <0.01% of the 13F portfolio, value $523,639.

    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 32,815 shares
    Change vs previous 13F +3,166 shares

    <0.01% of the 13F portfolio, value $530,303.

    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 29,649 shares
    Change vs previous 13F +1,516 shares

    <0.01% of the 13F portfolio, value $481,210.

    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 28,133 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $437,744.

    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 28,417 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $421,419.

    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 27,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,031.

    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).