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Cetera Investment Advisers: CSM position timeline

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

Cetera Investment Advisers held 32,589 CSM 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 32,589 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $2,777,040.

    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 33,259 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $2,488,436.

    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 32,828 shares
    Change vs previous 13F -2,899 shares

    <0.01% of the 13F portfolio, value $2,615,767.

    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 35,727 shares
    Change vs previous 13F +22,676 shares

    <0.01% of the 13F portfolio, value $2,735,633.

    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 13,051 shares
    Change vs previous 13F -1,511 shares

    <0.01% of the 13F portfolio, value $919,711.

    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 14,562 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $927,866.

    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 14,554 shares
    Change vs previous 13F +982 shares

    <0.01% of the 13F portfolio, value $962,567.

    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 13,572 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $887,223.

    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).