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Cetera Investment Advisers: TVAL position timeline

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

Cetera Investment Advisers held 159,446 TVAL 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 159,446 shares
    Change vs previous 13F +28,280 shares

    0.01% of the 13F portfolio, value $6,645,696.

    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 131,166 shares
    Change vs previous 13F +23,777 shares

    0.01% of the 13F portfolio, value $4,745,574.

    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 107,389 shares
    Change vs previous 13F +13,659 shares

    <0.01% of the 13F portfolio, value $3,782,229.

    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 93,730 shares
    Change vs previous 13F +6,887 shares

    <0.01% of the 13F portfolio, value $3,197,046.

    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 86,843 shares
    Change vs previous 13F +61,744 shares

    <0.01% of the 13F portfolio, value $2,851,056.

    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 25,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $794,885.

    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).