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Cetera Investment Advisers: UDIV position timeline

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

Cetera Investment Advisers held 59,734 UDIV 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 59,734 shares
    Change vs previous 13F +5,373 shares

    <0.01% of the 13F portfolio, value $3,589,917.

    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 54,361 shares
    Change vs previous 13F +1,961 shares

    <0.01% of the 13F portfolio, value $2,805,979.

    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 52,400 shares
    Change vs previous 13F +3,692 shares

    <0.01% of the 13F portfolio, value $2,785,023.

    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 48,708 shares
    Change vs previous 13F +22,063 shares

    <0.01% of the 13F portfolio, value $2,551,628.

    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 26,645 shares
    Change vs previous 13F +1,412 shares

    <0.01% of the 13F portfolio, value $1,284,988.

    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 25,233 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $1,103,459.

    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 25,177 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $1,143,170.

    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 25,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,132,492.

    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).