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Cetera Investment Advisers: PTY position timeline

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

Cetera Investment Advisers held 1,302,411 PTY 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 1,302,411 shares
    Change vs previous 13F +148,464 shares

    0.01% of the 13F portfolio, value $15,668,008.

    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 1,153,947 shares
    Change vs previous 13F +33,527 shares

    0.01% of the 13F portfolio, value $13,916,596.

    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 1,120,420 shares
    Change vs previous 13F +40,873 shares

    0.02% of the 13F portfolio, value $14,453,420.

    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 1,079,547 shares
    Change vs previous 13F -386,606 shares

    0.02% of the 13F portfolio, value $15,588,660.

    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 1,466,153 shares
    Change vs previous 13F +26,532 shares

    0.03% of the 13F portfolio, value $20,394,177.

    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 1,439,621 shares
    Change vs previous 13F +529,206 shares

    0.04% of the 13F portfolio, value $20,816,911.

    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 910,415 shares
    Change vs previous 13F -4,019 shares

    0.03% of the 13F portfolio, value $13,082,660.

    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 914,434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,158,707.

    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).