Skip to content
Disclosery

Cetera Investment Advisers: PFL position timeline

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

Cetera Investment Advisers held 254,097 PFL 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 254,097 shares
    Change vs previous 13F +39,590 shares

    <0.01% of the 13F portfolio, value $2,002,287.

    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 214,507 shares
    Change vs previous 13F +41,040 shares

    <0.01% of the 13F portfolio, value $1,716,054.

    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 173,467 shares
    Change vs previous 13F +4,504 shares

    <0.01% of the 13F portfolio, value $1,462,329.

    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 168,963 shares
    Change vs previous 13F +24,463 shares

    <0.01% of the 13F portfolio, value $1,439,565.

    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 144,500 shares
    Change vs previous 13F +44,717 shares

    <0.01% of the 13F portfolio, value $1,205,130.

    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 99,783 shares
    Change vs previous 13F +15,284 shares

    <0.01% of the 13F portfolio, value $858,134.

    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 84,499 shares
    Change vs previous 13F -8,754 shares

    <0.01% of the 13F portfolio, value $708,102.

    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 93,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $799,178.

    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).