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Cetera Investment Advisers: STEP position timeline

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

Cetera Investment Advisers held 9,204 STEP 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 9,204 shares
    Change vs previous 13F +885 shares

    <0.01% of the 13F portfolio, value $380,679.

    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 8,319 shares
    Change vs previous 13F -1,370 shares

    <0.01% of the 13F portfolio, value $396,975.

    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 9,689 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $621,731.

    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 9,528 shares
    Change vs previous 13F +3,498 shares

    <0.01% of the 13F portfolio, value $622,307.

    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 6,030 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $334,665.

    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 5,495 shares
    Change vs previous 13F +1,419 shares

    <0.01% of the 13F portfolio, value $287,004.

    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 4,076 shares
    Change vs previous 13F -2,131 shares

    <0.01% of the 13F portfolio, value $235,919.

    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 6,207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $352,744.

    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).