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Cetera Investment Advisers: UBS position timeline

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

Cetera Investment Advisers held 156,481 UBS 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 156,481 shares
    Change vs previous 13F +17,015 shares

    0.01% of the 13F portfolio, value $7,755,180.

    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 139,466 shares
    Change vs previous 13F +8,069 shares

    0.01% of the 13F portfolio, value $5,448,944.

    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 131,397 shares
    Change vs previous 13F +8,245 shares

    0.01% of the 13F portfolio, value $6,085,006.

    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 123,152 shares
    Change vs previous 13F +57,505 shares

    0.01% of the 13F portfolio, value $5,049,240.

    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 65,647 shares
    Change vs previous 13F -14,443 shares

    <0.01% of the 13F portfolio, value $2,220,183.

    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 80,090 shares
    Change vs previous 13F +19,541 shares

    <0.01% of the 13F portfolio, value $2,453,159.

    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 60,549 shares
    Change vs previous 13F +538 shares

    <0.01% of the 13F portfolio, value $1,835,833.

    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 60,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,854,927.

    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).