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Cetera Investment Advisers: LMBS position timeline

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

Cetera Investment Advisers held 2,737,725 LMBS 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 2,737,725 shares
    Change vs previous 13F +185,998 shares

    0.12% of the 13F portfolio, value $136,283,898.

    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 2,551,727 shares
    Change vs previous 13F +171,648 shares

    0.14% of the 13F portfolio, value $127,101,546.

    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 2,380,079 shares
    Change vs previous 13F -61,211 shares

    0.13% of the 13F portfolio, value $118,980,174.

    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 2,441,290 shares
    Change vs previous 13F +599,674 shares

    0.14% of the 13F portfolio, value $121,551,848.

    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 1,841,616 shares
    Change vs previous 13F +128,743 shares

    0.15% of the 13F portfolio, value $90,718,010.

    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 1,712,873 shares
    Change vs previous 13F -11,328 shares

    0.16% of the 13F portfolio, value $84,204,866.

    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 1,724,201 shares
    Change vs previous 13F +739,519 shares

    0.18% of the 13F portfolio, value $83,916,862.

    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 984,682 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $48,653,137.

    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).