Skip to content
Disclosery

Cetera Investment Advisers: PTF position timeline

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

Cetera Investment Advisers held 38,533 PTF 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 38,533 shares
    Change vs previous 13F +20,399 shares

    <0.01% of the 13F portfolio, value $5,252,423.

    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 18,134 shares
    Change vs previous 13F -864 shares

    <0.01% of the 13F portfolio, value $1,565,411.

    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 18,998 shares
    Change vs previous 13F -1,170 shares

    <0.01% of the 13F portfolio, value $1,453,084.

    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 20,168 shares
    Change vs previous 13F +1,686 shares

    <0.01% of the 13F portfolio, value $1,508,952.

    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 18,482 shares
    Change vs previous 13F -1,914 shares

    <0.01% of the 13F portfolio, value $1,262,130.

    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 20,396 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $1,202,543.

    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 19,668 shares
    Change vs previous 13F +1,039 shares

    <0.01% of the 13F portfolio, value $1,427,090.

    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 18,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,181,620.

    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).