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Cetera Investment Advisers: VGM position timeline

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

Cetera Investment Advisers held 249,317 VGM 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 249,317 shares
    Change vs previous 13F +62,176 shares

    <0.01% of the 13F portfolio, value $2,642,761.

    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 187,141 shares
    Change vs previous 13F +58,961 shares

    <0.01% of the 13F portfolio, value $1,847,083.

    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 128,180 shares
    Change vs previous 13F +12,891 shares

    <0.01% of the 13F portfolio, value $1,329,240.

    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 115,289 shares
    Change vs previous 13F +54,513 shares

    <0.01% of the 13F portfolio, value $1,166,734.

    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 60,776 shares
    Change vs previous 13F +36,707 shares

    <0.01% of the 13F portfolio, value $576,770.

    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 24,069 shares
    Change vs previous 13F +2,892 shares

    <0.01% of the 13F portfolio, value $239,725.

    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 21,177 shares
    Change vs previous 13F +4,154 shares

    <0.01% of the 13F portfolio, value $213,886.

    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 17,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $179,768.

    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).