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Cetera Investment Advisers: SHV position timeline

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

Cetera Investment Advisers held 528,797 SHV 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 528,797 shares
    Change vs previous 13F -33,941 shares

    0.05% of the 13F portfolio, value $58,352,767.

    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 562,738 shares
    Change vs previous 13F -199,771 shares

    0.07% of the 13F portfolio, value $62,120,594.

    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 762,509 shares
    Change vs previous 13F -105,919 shares

    0.09% of the 13F portfolio, value $83,990,383.

    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 868,428 shares
    Change vs previous 13F +143,313 shares

    0.11% of the 13F portfolio, value $95,952,654.

    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 725,115 shares
    Change vs previous 13F -30,861 shares

    0.14% of the 13F portfolio, value $80,067,198.

    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 755,976 shares
    Change vs previous 13F +53,485 shares

    0.16% of the 13F portfolio, value $83,505,149.

    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 702,491 shares
    Change vs previous 13F -3,478 shares

    0.16% of the 13F portfolio, value $77,351,302.

    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 705,969 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $78,101,380.

    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).