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Cetera Investment Advisers: FINX position timeline

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

Cetera Investment Advisers held 12,949 FINX 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 12,949 shares
    Change vs previous 13F -1,065 shares

    <0.01% of the 13F portfolio, value $319,711.

    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 14,014 shares
    Change vs previous 13F -71,457 shares

    <0.01% of the 13F portfolio, value $323,723.

    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 85,471 shares
    Change vs previous 13F +6,547 shares

    <0.01% of the 13F portfolio, value $2,515,410.

    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 78,924 shares
    Change vs previous 13F +10,218 shares

    <0.01% of the 13F portfolio, value $2,645,563.

    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 68,706 shares
    Change vs previous 13F +9,004 shares

    <0.01% of the 13F portfolio, value $2,351,105.

    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 59,702 shares
    Change vs previous 13F +17,570 shares

    <0.01% of the 13F portfolio, value $1,645,399.

    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 42,132 shares
    Change vs previous 13F +275 shares

    <0.01% of the 13F portfolio, value $1,315,356.

    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 41,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,172,831.

    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).