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Cetera Investment Advisers: UFEB position timeline

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

Cetera Investment Advisers held 45,773 UFEB 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 45,773 shares
    Change vs previous 13F -3,379 shares

    <0.01% of the 13F portfolio, value $1,769,126.

    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 49,152 shares
    Change vs previous 13F -1,849 shares

    <0.01% of the 13F portfolio, value $1,784,218.

    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 51,001 shares
    Change vs previous 13F -4,433 shares

    <0.01% of the 13F portfolio, value $1,876,077.

    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 55,434 shares
    Change vs previous 13F -6,076 shares

    <0.01% of the 13F portfolio, value $1,983,983.

    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 61,510 shares
    Change vs previous 13F -12,968 shares

    <0.01% of the 13F portfolio, value $2,110,451.

    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 74,478 shares
    Change vs previous 13F +46,715 shares

    <0.01% of the 13F portfolio, value $2,412,342.

    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 27,763 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $923,675.

    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 28,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $927,878.

    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).