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Cetera Investment Advisers: IPO position timeline

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

Cetera Investment Advisers held 66,728 IPO 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 66,728 shares
    Change vs previous 13F -5,077 shares

    <0.01% of the 13F portfolio, value $3,965,004.

    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 71,805 shares
    Change vs previous 13F +5,768 shares

    <0.01% of the 13F portfolio, value $3,007,198.

    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 66,037 shares
    Change vs previous 13F -2,207 shares

    <0.01% of the 13F portfolio, value $3,014,574.

    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 68,244 shares
    Change vs previous 13F -326 shares

    <0.01% of the 13F portfolio, value $3,382,206.

    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 68,570 shares
    Change vs previous 13F +1,518 shares

    0.01% of the 13F portfolio, value $3,081,521.

    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 67,052 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $2,517,803.

    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 66,934 shares
    Change vs previous 13F -2,945 shares

    0.01% of the 13F portfolio, value $2,916,421.

    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 69,879 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,996,412.

    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).