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Cetera Investment Advisers: UBSI position timeline

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

Cetera Investment Advisers held 15,212 UBSI 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 15,212 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $697,153.

    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 15,267 shares
    Change vs previous 13F +802 shares

    <0.01% of the 13F portfolio, value $632,342.

    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 14,465 shares
    Change vs previous 13F -1,520 shares

    <0.01% of the 13F portfolio, value $555,445.

    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 15,985 shares
    Change vs previous 13F +3,123 shares

    <0.01% of the 13F portfolio, value $594,827.

    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 12,862 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $468,581.

    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 11,199 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $388,264.

    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 11,433 shares
    Change vs previous 13F +1,003 shares

    <0.01% of the 13F portfolio, value $429,303.

    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 10,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386,945.

    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).