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Cetera Investment Advisers: FID position timeline

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

Cetera Investment Advisers held 135,207 FID 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 135,207 shares
    Change vs previous 13F +22,746 shares

    <0.01% of the 13F portfolio, value $2,901,472.

    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 112,461 shares
    Change vs previous 13F +1,239 shares

    <0.01% of the 13F portfolio, value $2,355,493.

    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 111,222 shares
    Change vs previous 13F -1,045 shares

    <0.01% of the 13F portfolio, value $2,285,600.

    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 112,267 shares
    Change vs previous 13F +1,536 shares

    <0.01% of the 13F portfolio, value $2,211,668.

    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 110,731 shares
    Change vs previous 13F +45,023 shares

    <0.01% of the 13F portfolio, value $2,128,251.

    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 65,708 shares
    Change vs previous 13F +4,775 shares

    <0.01% of the 13F portfolio, value $1,133,464.

    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 60,933 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $991,992.

    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 60,918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,069,726.

    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).