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Cetera Investment Advisers: HRB position timeline

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

Cetera Investment Advisers held 36,003 HRB 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 36,003 shares
    Change vs previous 13F +9,102 shares

    <0.01% of the 13F portfolio, value $1,370,999.

    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 26,901 shares
    Change vs previous 13F -3,255 shares

    <0.01% of the 13F portfolio, value $853,841.

    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 30,156 shares
    Change vs previous 13F -5,351 shares

    <0.01% of the 13F portfolio, value $1,314,179.

    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 35,507 shares
    Change vs previous 13F +2,952 shares

    <0.01% of the 13F portfolio, value $1,795,593.

    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 32,555 shares
    Change vs previous 13F -19,977 shares

    <0.01% of the 13F portfolio, value $1,786,937.

    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 52,532 shares
    Change vs previous 13F +14,934 shares

    0.01% of the 13F portfolio, value $2,884,488.

    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 37,598 shares
    Change vs previous 13F +4,313 shares

    <0.01% of the 13F portfolio, value $1,986,687.

    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 33,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,115,285.

    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).