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Cetera Investment Advisers: USFR position timeline

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

Cetera Investment Advisers held 1,788,259 USFR 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 1,788,259 shares
    Change vs previous 13F +79,436 shares

    0.08% of the 13F portfolio, value $90,038,871.

    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 1,708,823 shares
    Change vs previous 13F -485,956 shares

    0.09% of the 13F portfolio, value $86,022,130.

    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 2,194,779 shares
    Change vs previous 13F +391,003 shares

    0.12% of the 13F portfolio, value $110,441,315.

    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 1,803,776 shares
    Change vs previous 13F +236,657 shares

    0.11% of the 13F portfolio, value $90,675,863.

    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 1,567,119 shares
    Change vs previous 13F -136,958 shares

    0.13% of the 13F portfolio, value $78,841,763.

    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 1,704,077 shares
    Change vs previous 13F -182,242 shares

    0.17% of the 13F portfolio, value $85,766,210.

    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 1,886,319 shares
    Change vs previous 13F +75,682 shares

    0.2% of the 13F portfolio, value $94,919,573.

    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 1,810,637 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $90,930,186.

    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).