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Cetera Investment Advisers: ULS position timeline

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

Cetera Investment Advisers held 12,105 ULS 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 12,105 shares
    Change vs previous 13F +1,615 shares

    <0.01% of the 13F portfolio, value $1,233,069.

    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 10,490 shares
    Change vs previous 13F -2,383 shares

    <0.01% of the 13F portfolio, value $899,062.

    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 12,873 shares
    Change vs previous 13F +481 shares

    <0.01% of the 13F portfolio, value $1,015,155.

    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 12,392 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $878,142.

    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).