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Cetera Investment Advisers: IR position timeline

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

Cetera Investment Advisers held 64,879 IR 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 64,879 shares
    Change vs previous 13F -5,920 shares

    <0.01% of the 13F portfolio, value $5,319,465.

    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 70,799 shares
    Change vs previous 13F -8,362 shares

    0.01% of the 13F portfolio, value $5,672,389.

    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 79,161 shares
    Change vs previous 13F +4,251 shares

    0.01% of the 13F portfolio, value $6,271,161.

    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 74,910 shares
    Change vs previous 13F +11,359 shares

    0.01% of the 13F portfolio, value $6,189,102.

    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 63,551 shares
    Change vs previous 13F +1,477 shares

    0.01% of the 13F portfolio, value $5,286,178.

    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 62,074 shares
    Change vs previous 13F +2,720 shares

    0.01% of the 13F portfolio, value $4,967,751.

    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 59,354 shares
    Change vs previous 13F +3,067 shares

    0.01% of the 13F portfolio, value $5,369,167.

    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 56,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,525,118.

    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).