Skip to content
Disclosery

Cetera Investment Advisers: OBDC position timeline

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

Cetera Investment Advisers held 681,322 OBDC 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 681,322 shares
    Change vs previous 13F +364,832 shares

    0.01% of the 13F portfolio, value $7,405,970.

    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 316,490 shares
    Change vs previous 13F -30,674 shares

    <0.01% of the 13F portfolio, value $3,500,385.

    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 347,164 shares
    Change vs previous 13F -5,703 shares

    <0.01% of the 13F portfolio, value $4,315,255.

    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 352,867 shares
    Change vs previous 13F +102,544 shares

    0.01% of the 13F portfolio, value $4,506,124.

    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 250,323 shares
    Change vs previous 13F +39,620 shares

    0.01% of the 13F portfolio, value $3,589,631.

    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 210,703 shares
    Change vs previous 13F +81,353 shares

    0.01% of the 13F portfolio, value $3,088,912.

    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 129,350 shares
    Change vs previous 13F -6,114 shares

    <0.01% of the 13F portfolio, value $1,955,769.

    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 135,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,973,715.

    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).