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Cetera Investment Advisers: SMLF position timeline

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

Cetera Investment Advisers held 832,049 SMLF 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 832,049 shares
    Change vs previous 13F +78,300 shares

    0.07% of the 13F portfolio, value $74,168,832.

    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 753,749 shares
    Change vs previous 13F +88,667 shares

    0.06% of the 13F portfolio, value $56,900,484.

    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 665,082 shares
    Change vs previous 13F +142,928 shares

    0.05% of the 13F portfolio, value $49,801,348.

    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 522,154 shares
    Change vs previous 13F +205,586 shares

    0.05% of the 13F portfolio, value $38,822,185.

    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 316,568 shares
    Change vs previous 13F +83,226 shares

    0.04% of the 13F portfolio, value $21,510,816.

    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 233,342 shares
    Change vs previous 13F +35,733 shares

    0.03% of the 13F portfolio, value $14,504,539.

    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 197,609 shares
    Change vs previous 13F +22,194 shares

    0.03% of the 13F portfolio, value $13,338,624.

    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 175,415 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,638,757.

    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).