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Cetera Investment Advisers: QUAL position timeline

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

Cetera Investment Advisers held 978,389 QUAL 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 978,389 shares
    Change vs previous 13F -595,656 shares

    0.2% of the 13F portfolio, value $214,687,898.

    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 1,574,045 shares
    Change vs previous 13F +43,742 shares

    0.32% of the 13F portfolio, value $301,917,571.

    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 1,530,303 shares
    Change vs previous 13F -521,383 shares

    0.33% of the 13F portfolio, value $303,948,759.

    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 2,051,686 shares
    Change vs previous 13F -61,923 shares

    0.46% of the 13F portfolio, value $399,053,007.

    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 2,113,609 shares
    Change vs previous 13F -34,290 shares

    0.65% of the 13F portfolio, value $386,410,071.

    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 2,147,899 shares
    Change vs previous 13F +134,433 shares

    0.71% of the 13F portfolio, value $367,054,424.

    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 2,013,466 shares
    Change vs previous 13F +40,500 shares

    0.75% of the 13F portfolio, value $358,558,088.

    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 1,972,966 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $353,752,757.

    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).