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Cetera Investment Advisers: OUNZ position timeline

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

Cetera Investment Advisers held 1,007,535 OUNZ 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 1,007,535 shares
    Change vs previous 13F +30,665 shares

    0.04% of the 13F portfolio, value $38,880,777.

    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 976,870 shares
    Change vs previous 13F -88,791 shares

    0.05% of the 13F portfolio, value $44,007,995.

    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 1,065,661 shares
    Change vs previous 13F -660,224 shares

    0.05% of the 13F portfolio, value $44,203,619.

    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 1,725,885 shares
    Change vs previous 13F +28,522 shares

    0.07% of the 13F portfolio, value $64,185,689.

    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 1,697,363 shares
    Change vs previous 13F +41,299 shares

    0.09% of the 13F portfolio, value $54,128,929.

    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 1,656,064 shares
    Change vs previous 13F +47,576 shares

    0.1% of the 13F portfolio, value $49,913,790.

    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 1,608,488 shares
    Change vs previous 13F +54,445 shares

    0.09% of the 13F portfolio, value $40,694,740.

    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 1,554,043 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,457,152.

    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).