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Cetera Investment Advisers: SOXX position timeline

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

Cetera Investment Advisers held 192,870 SOXX 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 192,870 shares
    Change vs previous 13F +11,769 shares

    0.11% of the 13F portfolio, value $123,583,210.

    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 181,101 shares
    Change vs previous 13F +11,947 shares

    0.06% of the 13F portfolio, value $59,520,761.

    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 169,154 shares
    Change vs previous 13F +530 shares

    0.06% of the 13F portfolio, value $50,940,622.

    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 168,624 shares
    Change vs previous 13F +19,693 shares

    0.05% of the 13F portfolio, value $45,717,419.

    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 148,931 shares
    Change vs previous 13F -25,663 shares

    0.06% of the 13F portfolio, value $35,549,866.

    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 174,594 shares
    Change vs previous 13F +20,475 shares

    0.06% of the 13F portfolio, value $32,853,115.

    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 154,119 shares
    Change vs previous 13F -38,754 shares

    0.07% of the 13F portfolio, value $33,211,104.

    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 192,873 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $44,474,693.

    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).