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Cetera Investment Advisers: FRI position timeline

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

Cetera Investment Advisers held 500,461 FRI 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 500,461 shares
    Change vs previous 13F +2,643 shares

    0.01% of the 13F portfolio, value $15,862,900.

    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 497,818 shares
    Change vs previous 13F +2,350 shares

    0.02% of the 13F portfolio, value $14,167,895.

    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 495,468 shares
    Change vs previous 13F -21,995 shares

    0.01% of the 13F portfolio, value $13,531,237.

    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 517,463 shares
    Change vs previous 13F +34,834 shares

    0.02% of the 13F portfolio, value $14,545,892.

    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 482,629 shares
    Change vs previous 13F -41,739 shares

    0.02% of the 13F portfolio, value $13,055,135.

    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 524,368 shares
    Change vs previous 13F -48,220 shares

    0.03% of the 13F portfolio, value $14,425,380.

    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 572,588 shares
    Change vs previous 13F +161,849 shares

    0.03% of the 13F portfolio, value $15,671,741.

    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 410,739 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,174,315.

    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).