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Cetera Investment Advisers: EFIV position timeline

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

Cetera Investment Advisers held 15,189 EFIV 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 15,189 shares
    Change vs previous 13F -2,807 shares

    <0.01% of the 13F portfolio, value $1,107,734.

    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 17,996 shares
    Change vs previous 13F -1,587 shares

    <0.01% of the 13F portfolio, value $1,135,195.

    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 19,583 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $1,295,415.

    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 19,361 shares
    Change vs previous 13F +2,502 shares

    <0.01% of the 13F portfolio, value $1,231,166.

    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 16,859 shares
    Change vs previous 13F -2,026 shares

    <0.01% of the 13F portfolio, value $987,094.

    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 18,885 shares
    Change vs previous 13F -1,328 shares

    <0.01% of the 13F portfolio, value $1,010,321.

    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 20,213 shares
    Change vs previous 13F +3,477 shares

    <0.01% of the 13F portfolio, value $1,141,602.

    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 16,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $933,199.

    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).