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Cetera Investment Advisers: DFIV position timeline

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

Cetera Investment Advisers held 1,918,032 DFIV 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 1,918,032 shares
    Change vs previous 13F +53,132 shares

    0.09% of the 13F portfolio, value $103,612,103.

    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 1,864,900 shares
    Change vs previous 13F +190,680 shares

    0.1% of the 13F portfolio, value $98,429,423.

    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 1,674,220 shares
    Change vs previous 13F -230,200 shares

    0.09% of the 13F portfolio, value $83,543,576.

    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 1,904,420 shares
    Change vs previous 13F +233,732 shares

    0.1% of the 13F portfolio, value $87,831,853.

    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 1,670,688 shares
    Change vs previous 13F +987,534 shares

    0.12% of the 13F portfolio, value $71,555,577.

    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 683,154 shares
    Change vs previous 13F +45,720 shares

    0.05% of the 13F portfolio, value $26,888,942.

    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 637,434 shares
    Change vs previous 13F +44,081 shares

    0.05% of the 13F portfolio, value $22,616,154.

    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 593,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,594,866.

    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).