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Cetera Investment Advisers: IBD position timeline

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

Cetera Investment Advisers held 79,048 IBD 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 79,048 shares
    Change vs previous 13F -99,595 shares

    <0.01% of the 13F portfolio, value $1,878,966.

    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 178,643 shares
    Change vs previous 13F +24,374 shares

    <0.01% of the 13F portfolio, value $4,261,890.

    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 154,269 shares
    Change vs previous 13F +22,597 shares

    <0.01% of the 13F portfolio, value $3,733,316.

    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 131,672 shares
    Change vs previous 13F +21,023 shares

    <0.01% of the 13F portfolio, value $3,179,901.

    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 110,649 shares
    Change vs previous 13F -3,596 shares

    <0.01% of the 13F portfolio, value $2,656,693.

    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 114,245 shares
    Change vs previous 13F +15,968 shares

    0.01% of the 13F portfolio, value $2,713,321.

    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 98,277 shares
    Change vs previous 13F +5,817 shares

    <0.01% of the 13F portfolio, value $2,303,617.

    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 92,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,226,437.

    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).