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Cetera Investment Advisers: SFBS position timeline

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

Cetera Investment Advisers held 36,247 SFBS 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 36,247 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $3,144,422.

    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 36,343 shares
    Change vs previous 13F +4,851 shares

    <0.01% of the 13F portfolio, value $2,646,892.

    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 31,492 shares
    Change vs previous 13F -563 shares

    <0.01% of the 13F portfolio, value $2,260,820.

    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 32,055 shares
    Change vs previous 13F +1,286 shares

    <0.01% of the 13F portfolio, value $2,581,389.

    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 30,769 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $2,384,905.

    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 31,035 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $2,563,491.

    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 30,928 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $2,620,839.

    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 31,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,494,352.

    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).