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Cetera Investment Advisers: JVAL position timeline

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

Cetera Investment Advisers held 163,774 JVAL 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 163,774 shares
    Change vs previous 13F +9,331 shares

    0.01% of the 13F portfolio, value $9,603,708.

    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 154,443 shares
    Change vs previous 13F -15,102 shares

    0.01% of the 13F portfolio, value $7,546,105.

    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 169,545 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $8,321,295.

    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 169,608 shares
    Change vs previous 13F +1,914 shares

    0.01% of the 13F portfolio, value $8,056,389.

    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 167,694 shares
    Change vs previous 13F +1,347 shares

    0.01% of the 13F portfolio, value $7,417,124.

    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 166,347 shares
    Change vs previous 13F +27,000 shares

    0.01% of the 13F portfolio, value $6,890,122.

    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 139,347 shares
    Change vs previous 13F +1,008 shares

    0.01% of the 13F portfolio, value $6,019,778.

    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 138,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,027,427.

    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).