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Cetera Investment Advisers: MSDL position timeline

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

Cetera Investment Advisers held 51,910 MSDL 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 51,910 shares
    Change vs previous 13F -1,872 shares

    <0.01% of the 13F portfolio, value $784,877.

    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 53,782 shares
    Change vs previous 13F +13,706 shares

    <0.01% of the 13F portfolio, value $750,797.

    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 40,076 shares
    Change vs previous 13F +9,136 shares

    <0.01% of the 13F portfolio, value $660,452.

    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 30,940 shares
    Change vs previous 13F +4,760 shares

    <0.01% of the 13F portfolio, value $497,515.

    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 26,180 shares
    Change vs previous 13F +11,923 shares

    <0.01% of the 13F portfolio, value $490,090.

    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 14,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,570.

    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).