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Cetera Investment Advisers: DFAX position timeline

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

Cetera Investment Advisers held 1,153,522 DFAX 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 1,153,522 shares
    Change vs previous 13F +297,727 shares

    0.04% of the 13F portfolio, value $42,495,759.

    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 855,795 shares
    Change vs previous 13F -31,166 shares

    0.03% of the 13F portfolio, value $29,071,349.

    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 886,961 shares
    Change vs previous 13F +43,027 shares

    0.03% of the 13F portfolio, value $29,030,242.

    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 843,934 shares
    Change vs previous 13F +221,825 shares

    0.03% of the 13F portfolio, value $26,482,671.

    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 622,109 shares
    Change vs previous 13F +160,789 shares

    0.03% of the 13F portfolio, value $18,271,342.

    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 461,320 shares
    Change vs previous 13F +127,279 shares

    0.02% of the 13F portfolio, value $12,086,585.

    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 334,041 shares
    Change vs previous 13F +12,845 shares

    0.02% of the 13F portfolio, value $8,304,260.

    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 321,196 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,675,511.

    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).