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Cetera Investment Advisers: TAGG position timeline

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

Cetera Investment Advisers held 127,343 TAGG 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 127,343 shares
    Change vs previous 13F +46,856 shares

    <0.01% of the 13F portfolio, value $5,407,630.

    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 80,487 shares
    Change vs previous 13F +30,739 shares

    <0.01% of the 13F portfolio, value $3,428,736.

    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 49,748 shares
    Change vs previous 13F +10,861 shares

    <0.01% of the 13F portfolio, value $2,141,178.

    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 38,887 shares
    Change vs previous 13F +8,767 shares

    <0.01% of the 13F portfolio, value $1,674,485.

    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 30,120 shares
    Change vs previous 13F +18,270 shares

    <0.01% of the 13F portfolio, value $1,285,438.

    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 11,850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $507,198.

    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).