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Cetera Investment Advisers: USMV position timeline

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

Cetera Investment Advisers held 2,168,165 USMV 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 2,168,165 shares
    Change vs previous 13F +5,709 shares

    0.19% of the 13F portfolio, value $209,141,204.

    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 2,162,456 shares
    Change vs previous 13F +39,289 shares

    0.21% of the 13F portfolio, value $200,546,159.

    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 2,123,167 shares
    Change vs previous 13F +52,128 shares

    0.22% of the 13F portfolio, value $199,917,409.

    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 2,071,039 shares
    Change vs previous 13F -71,238 shares

    0.23% of the 13F portfolio, value $197,038,683.

    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 2,142,277 shares
    Change vs previous 13F +445,896 shares

    0.34% of the 13F portfolio, value $201,095,560.

    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 1,696,381 shares
    Change vs previous 13F -24,403 shares

    0.31% of the 13F portfolio, value $158,883,082.

    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 1,720,784 shares
    Change vs previous 13F -103,265 shares

    0.32% of the 13F portfolio, value $152,788,441.

    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 1,824,049 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $166,553,887.

    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).