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Cetera Investment Advisers: FDS position timeline

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

Cetera Investment Advisers held 8,351 FDS 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 8,351 shares
    Change vs previous 13F +1,536 shares

    <0.01% of the 13F portfolio, value $1,921,379.

    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 6,815 shares
    Change vs previous 13F +997 shares

    <0.01% of the 13F portfolio, value $1,478,744.

    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 5,818 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $1,688,246.

    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 5,564 shares
    Change vs previous 13F +1,750 shares

    <0.01% of the 13F portfolio, value $1,594,092.

    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 3,814 shares
    Change vs previous 13F -1,175 shares

    <0.01% of the 13F portfolio, value $1,706,126.

    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 4,989 shares
    Change vs previous 13F -607 shares

    <0.01% of the 13F portfolio, value $2,268,614.

    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 5,596 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $2,687,552.

    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 5,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,406,669.

    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).