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Cetera Investment Advisers: MSCI position timeline

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

Cetera Investment Advisers held 9,440 MSCI 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 9,440 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $5,286,849.

    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 8,699 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $4,689,024.

    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 9,095 shares
    Change vs previous 13F +737 shares

    0.01% of the 13F portfolio, value $5,217,701.

    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 8,358 shares
    Change vs previous 13F +1,404 shares

    0.01% of the 13F portfolio, value $4,742,621.

    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 6,954 shares
    Change vs previous 13F -1,160 shares

    0.01% of the 13F portfolio, value $4,010,376.

    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 8,114 shares
    Change vs previous 13F -2,514 shares

    0.01% of the 13F portfolio, value $4,588,350.

    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 10,628 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $6,376,954.

    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 10,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,203,702.

    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).