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Cetera Investment Advisers: USFD position timeline

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

Cetera Investment Advisers held 20,746 USFD 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 20,746 shares
    Change vs previous 13F -2,830 shares

    <0.01% of the 13F portfolio, value $2,121,279.

    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 23,576 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $2,173,956.

    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 22,703 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $1,710,001.

    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 22,657 shares
    Change vs previous 13F +4,880 shares

    <0.01% of the 13F portfolio, value $1,735,990.

    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 17,777 shares
    Change vs previous 13F -5,506 shares

    <0.01% of the 13F portfolio, value $1,369,007.

    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 23,283 shares
    Change vs previous 13F -779 shares

    <0.01% of the 13F portfolio, value $1,524,105.

    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 24,062 shares
    Change vs previous 13F +11,024 shares

    <0.01% of the 13F portfolio, value $1,623,223.

    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 13,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $801,837.

    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).