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Cetera Investment Advisers: PFXF position timeline

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

Cetera Investment Advisers held 279,191 PFXF 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 279,191 shares
    Change vs previous 13F +186,370 shares

    <0.01% of the 13F portfolio, value $4,980,782.

    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 92,821 shares
    Change vs previous 13F +10,000 shares

    <0.01% of the 13F portfolio, value $1,628,073.

    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 82,821 shares
    Change vs previous 13F -7,196 shares

    <0.01% of the 13F portfolio, value $1,462,605.

    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 90,017 shares
    Change vs previous 13F +7,090 shares

    <0.01% of the 13F portfolio, value $1,599,611.

    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 82,927 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $1,419,708.

    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 83,233 shares
    Change vs previous 13F +5,762 shares

    <0.01% of the 13F portfolio, value $1,394,992.

    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 77,471 shares
    Change vs previous 13F +22,322 shares

    <0.01% of the 13F portfolio, value $1,336,371.

    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 55,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,007,016.

    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).