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Cetera Investment Advisers: VLUE position timeline

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

Cetera Investment Advisers held 155,811 VLUE 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 155,811 shares
    Change vs previous 13F -38,623 shares

    0.03% of the 13F portfolio, value $31,132,510.

    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 194,434 shares
    Change vs previous 13F +90,872 shares

    0.03% of the 13F portfolio, value $27,646,635.

    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 103,562 shares
    Change vs previous 13F +10,766 shares

    0.02% of the 13F portfolio, value $14,160,101.

    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 92,796 shares
    Change vs previous 13F +37,983 shares

    0.01% of the 13F portfolio, value $11,604,254.

    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 54,813 shares
    Change vs previous 13F -20,079 shares

    0.01% of the 13F portfolio, value $6,205,427.

    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 74,892 shares
    Change vs previous 13F -2,323 shares

    0.02% of the 13F portfolio, value $7,987,320.

    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 77,215 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $8,154,658.

    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 77,365 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,435,837.

    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).