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Cetera Investment Advisers: PFM position timeline

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

Cetera Investment Advisers held 85,292 PFM 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 85,292 shares
    Change vs previous 13F -6,056 shares

    <0.01% of the 13F portfolio, value $4,729,801.

    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 91,348 shares
    Change vs previous 13F -2,188 shares

    <0.01% of the 13F portfolio, value $4,667,168.

    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 93,536 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $4,817,541.

    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 93,158 shares
    Change vs previous 13F +39,317 shares

    0.01% of the 13F portfolio, value $4,727,116.

    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 53,841 shares
    Change vs previous 13F -23,813 shares

    <0.01% of the 13F portfolio, value $2,593,500.

    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 77,654 shares
    Change vs previous 13F +1,098 shares

    0.01% of the 13F portfolio, value $3,554,981.

    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 76,556 shares
    Change vs previous 13F +152 shares

    0.01% of the 13F portfolio, value $3,510,852.

    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 76,404 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,556,619.

    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).