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Cetera Investment Advisers: SMLV position timeline

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

Cetera Investment Advisers held 20,186 SMLV 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 20,186 shares
    Change vs previous 13F -4,796 shares

    <0.01% of the 13F portfolio, value $3,176,519.

    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 24,982 shares
    Change vs previous 13F -482 shares

    <0.01% of the 13F portfolio, value $3,424,531.

    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 25,464 shares
    Change vs previous 13F +3,472 shares

    <0.01% of the 13F portfolio, value $3,339,116.

    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 21,992 shares
    Change vs previous 13F +13,767 shares

    <0.01% of the 13F portfolio, value $2,853,276.

    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 8,225 shares
    Change vs previous 13F +2,545 shares

    <0.01% of the 13F portfolio, value $1,028,970.

    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 5,680 shares
    Change vs previous 13F +2,395 shares

    <0.01% of the 13F portfolio, value $697,868.

    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 3,285 shares
    Change vs previous 13F +1,096 shares

    <0.01% of the 13F portfolio, value $419,321.

    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 2,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,926.

    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).