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Cetera Investment Advisers: FDVV position timeline

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

Cetera Investment Advisers held 2,117,713 FDVV 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 2,117,713 shares
    Change vs previous 13F +100,327 shares

    0.12% of the 13F portfolio, value $127,676,935.

    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 2,017,386 shares
    Change vs previous 13F +273,148 shares

    0.12% of the 13F portfolio, value $111,440,381.

    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 1,744,238 shares
    Change vs previous 13F +209,000 shares

    0.11% of the 13F portfolio, value $98,880,859.

    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 1,535,238 shares
    Change vs previous 13F +563,234 shares

    0.1% of the 13F portfolio, value $85,528,152.

    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 972,004 shares
    Change vs previous 13F +163,462 shares

    0.09% of the 13F portfolio, value $50,563,628.

    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 808,542 shares
    Change vs previous 13F +179,107 shares

    0.08% of the 13F portfolio, value $40,103,711.

    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 629,435 shares
    Change vs previous 13F +11,710 shares

    0.07% of the 13F portfolio, value $31,433,983.

    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 617,725 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,287,777.

    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).