Cetera Investment Advisers: SMA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on SMA, newest first. How the timeline and the estimate are built.
Cetera Investment Advisers held 303,577 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 303,577 sharesChange vs previous 13F -12,603 shares
0.01% of the 13F portfolio, value $9,866,259.
13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 316,180 sharesChange vs previous 13F -130,935 shares
0.01% of the 13F portfolio, value $9,573,939.
13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 447,115 sharesChange vs previous 13F +299,923 shares
0.02% of the 13F portfolio, value $13,833,768.
13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 147,192 sharesChange vs previous 13F +9,585 shares
0.01% of the 13F portfolio, value $5,540,326.
13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 137,607 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $4,985,509.
13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).