Skip to content
Disclosery

Cetera Investment Advisers: SMB position timeline

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

Cetera Investment Advisers held 31,000 SMB 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 31,000 shares
    Change vs previous 13F -20,920 shares

    <0.01% of the 13F portfolio, value $537,844.

    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 51,920 shares
    Change vs previous 13F +1,130 shares

    <0.01% of the 13F portfolio, value $898,211.

    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 50,790 shares
    Change vs previous 13F +2,940 shares

    <0.01% of the 13F portfolio, value $884,265.

    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 47,850 shares
    Change vs previous 13F +7,126 shares

    <0.01% of the 13F portfolio, value $833,560.

    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 40,724 shares
    Change vs previous 13F +3,756 shares

    <0.01% of the 13F portfolio, value $702,894.

    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 36,968 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $633,439.

    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 36,846 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $629,706.

    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 36,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $633,488.

    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).