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Cetera Investment Advisers: SMR position timeline

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

Cetera Investment Advisers held 2,088,436 SMR 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 2,088,436 shares
    Change vs previous 13F +564,511 shares

    0.02% of the 13F portfolio, value $20,947,008.

    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 1,523,925 shares
    Change vs previous 13F +1,309,720 shares

    0.02% of the 13F portfolio, value $16,519,342.

    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 214,205 shares
    Change vs previous 13F +27,946 shares

    <0.01% of the 13F portfolio, value $3,035,278.

    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 186,259 shares
    Change vs previous 13F +62,783 shares

    0.01% of the 13F portfolio, value $6,705,342.

    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 123,476 shares
    Change vs previous 13F -6,876 shares

    0.01% of the 13F portfolio, value $4,884,711.

    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 130,352 shares
    Change vs previous 13F +75,354 shares

    <0.01% of the 13F portfolio, value $1,845,784.

    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 54,998 shares
    Change vs previous 13F -33,946 shares

    <0.01% of the 13F portfolio, value $986,114.

    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 88,944 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,029,972.

    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).