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Cetera Investment Advisers: FNDX position timeline

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

Cetera Investment Advisers held 4,116,304 FNDX 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 4,116,304 shares
    Change vs previous 13F +224,866 shares

    0.12% of the 13F portfolio, value $128,017,065.

    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 3,891,438 shares
    Change vs previous 13F +108,569 shares

    0.12% of the 13F portfolio, value $108,376,540.

    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 3,782,869 shares
    Change vs previous 13F +247,824 shares

    0.11% of the 13F portfolio, value $102,931,867.

    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 3,535,045 shares
    Change vs previous 13F +99,713 shares

    0.11% of the 13F portfolio, value $92,971,697.

    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 3,435,332 shares
    Change vs previous 13F +600,991 shares

    0.14% of the 13F portfolio, value $84,303,035.

    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 2,834,341 shares
    Change vs previous 13F +162,216 shares

    0.13% of the 13F portfolio, value $66,918,794.

    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 2,672,125 shares
    Change vs previous 13F +1,843,275 shares

    0.13% of the 13F portfolio, value $63,275,925.

    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 828,850 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $59,478,298.

    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).