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Cetera Investment Advisers: OLLI position timeline

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

Cetera Investment Advisers held 24,925 OLLI 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 24,925 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $1,916,234.

    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 24,269 shares
    Change vs previous 13F -671 shares

    <0.01% of the 13F portfolio, value $2,233,719.

    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 24,940 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $2,733,673.

    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 24,625 shares
    Change vs previous 13F +13,401 shares

    <0.01% of the 13F portfolio, value $3,161,850.

    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 11,224 shares
    Change vs previous 13F -638 shares

    <0.01% of the 13F portfolio, value $1,479,099.

    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 11,862 shares
    Change vs previous 13F -7,222 shares

    <0.01% of the 13F portfolio, value $1,380,262.

    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 19,084 shares
    Change vs previous 13F +5,660 shares

    <0.01% of the 13F portfolio, value $2,094,087.

    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 13,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,304,813.

    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).