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Cetera Investment Advisers: FVAL position timeline

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

Cetera Investment Advisers held 330,809 FVAL 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 330,809 shares
    Change vs previous 13F +49,265 shares

    0.02% of the 13F portfolio, value $25,781,379.

    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 281,544 shares
    Change vs previous 13F +24,376 shares

    0.02% of the 13F portfolio, value $19,539,120.

    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 257,168 shares
    Change vs previous 13F +23,159 shares

    0.02% of the 13F portfolio, value $18,585,619.

    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 234,009 shares
    Change vs previous 13F +56,126 shares

    0.02% of the 13F portfolio, value $16,116,208.

    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 177,883 shares
    Change vs previous 13F +13,002 shares

    0.02% of the 13F portfolio, value $11,361,425.

    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 164,881 shares
    Change vs previous 13F +47,553 shares

    0.02% of the 13F portfolio, value $9,825,268.

    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 117,328 shares
    Change vs previous 13F +9,455 shares

    0.02% of the 13F portfolio, value $7,218,385.

    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 107,873 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,537,122.

    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).