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Cetera Investment Advisers: DOL position timeline

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

Cetera Investment Advisers held 61,185 DOL 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 61,185 shares
    Change vs previous 13F -1,066 shares

    <0.01% of the 13F portfolio, value $4,549,984.

    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 62,251 shares
    Change vs previous 13F -24,427 shares

    <0.01% of the 13F portfolio, value $4,232,203.

    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 86,678 shares
    Change vs previous 13F -12,799 shares

    0.01% of the 13F portfolio, value $5,707,767.

    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 99,477 shares
    Change vs previous 13F -7,804 shares

    0.01% of the 13F portfolio, value $6,192,959.

    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 107,281 shares
    Change vs previous 13F +52,581 shares

    0.01% of the 13F portfolio, value $6,390,403.

    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 54,700 shares
    Change vs previous 13F -35,519 shares

    0.01% of the 13F portfolio, value $3,012,335.

    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 90,219 shares
    Change vs previous 13F +6,762 shares

    0.01% of the 13F portfolio, value $4,460,423.

    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 83,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,503,809.

    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).