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Cetera Investment Advisers: PBDC position timeline

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

Cetera Investment Advisers held 236,482 PBDC 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 236,482 shares
    Change vs previous 13F +18,457 shares

    0.01% of the 13F portfolio, value $6,434,701.

    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 218,025 shares
    Change vs previous 13F +111,763 shares

    0.01% of the 13F portfolio, value $6,013,130.

    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 106,262 shares
    Change vs previous 13F -6,660 shares

    <0.01% of the 13F portfolio, value $3,251,627.

    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 112,922 shares
    Change vs previous 13F +58,945 shares

    <0.01% of the 13F portfolio, value $3,588,681.

    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 53,977 shares
    Change vs previous 13F +5,200 shares

    <0.01% of the 13F portfolio, value $1,826,592.

    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 48,777 shares
    Change vs previous 13F +1,555 shares

    <0.01% of the 13F portfolio, value $1,690,617.

    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 47,222 shares
    Change vs previous 13F +5,701 shares

    <0.01% of the 13F portfolio, value $1,625,387.

    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 41,521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,403,009.

    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).