Skip to content
Disclosery

Cetera Investment Advisers: EFAD position timeline

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

Cetera Investment Advisers held 13,241 EFAD 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 13,241 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $567,258.

    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 13,304 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $544,685.

    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 13,410 shares
    Change vs previous 13F -63,467 shares

    <0.01% of the 13F portfolio, value $559,083.

    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 76,877 shares
    Change vs previous 13F +4,410 shares

    <0.01% of the 13F portfolio, value $3,240,374.

    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 72,467 shares
    Change vs previous 13F -1,668 shares

    0.01% of the 13F portfolio, value $3,110,474.

    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 74,135 shares
    Change vs previous 13F -1,647 shares

    0.01% of the 13F portfolio, value $2,875,692.

    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 75,782 shares
    Change vs previous 13F +1,208 shares

    0.01% of the 13F portfolio, value $2,803,840.

    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 74,574 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,119,760.

    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).