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Cetera Investment Advisers: PSEC position timeline

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

Cetera Investment Advisers held 248,996 PSEC 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 248,996 shares
    Change vs previous 13F -67,708 shares

    <0.01% of the 13F portfolio, value $575,181.

    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 316,704 shares
    Change vs previous 13F +61,182 shares

    <0.01% of the 13F portfolio, value $826,597.

    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 255,522 shares
    Change vs previous 13F -46,933 shares

    <0.01% of the 13F portfolio, value $661,801.

    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 302,455 shares
    Change vs previous 13F +39,736 shares

    <0.01% of the 13F portfolio, value $831,753.

    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 262,719 shares
    Change vs previous 13F +4,978 shares

    <0.01% of the 13F portfolio, value $835,446.

    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 257,741 shares
    Change vs previous 13F +33,715 shares

    <0.01% of the 13F portfolio, value $1,056,738.

    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 224,026 shares
    Change vs previous 13F -60,716 shares

    <0.01% of the 13F portfolio, value $965,552.

    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 284,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,523,370.

    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).