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Cetera Investment Advisers: OEF position timeline

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

Cetera Investment Advisers held 100,574 OEF 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 100,574 shares
    Change vs previous 13F -20,274 shares

    0.03% of the 13F portfolio, value $36,796,993.

    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 120,848 shares
    Change vs previous 13F -685,838 shares

    0.04% of the 13F portfolio, value $38,438,252.

    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 806,686 shares
    Change vs previous 13F +50,135 shares

    0.3% of the 13F portfolio, value $276,669,262.

    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 756,551 shares
    Change vs previous 13F +397,723 shares

    0.29% of the 13F portfolio, value $251,810,706.

    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 358,828 shares
    Change vs previous 13F +86,435 shares

    0.18% of the 13F portfolio, value $109,209,317.

    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 272,393 shares
    Change vs previous 13F +190,991 shares

    0.14% of the 13F portfolio, value $73,772,127.

    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 81,402 shares
    Change vs previous 13F +9,372 shares

    0.05% of the 13F portfolio, value $23,512,894.

    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 72,030 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,935,102.

    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).