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Cetera Investment Advisers: VMBS position timeline

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

Cetera Investment Advisers held 1,300,292 VMBS 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 1,300,292 shares
    Change vs previous 13F +36,205 shares

    0.06% of the 13F portfolio, value $60,866,617.

    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 1,264,087 shares
    Change vs previous 13F +25,209 shares

    0.06% of the 13F portfolio, value $59,348,872.

    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 1,238,878 shares
    Change vs previous 13F +23,260 shares

    0.06% of the 13F portfolio, value $58,326,328.

    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 1,215,618 shares
    Change vs previous 13F +200,522 shares

    0.07% of the 13F portfolio, value $57,085,450.

    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 1,015,096 shares
    Change vs previous 13F +5,440 shares

    0.08% of the 13F portfolio, value $47,039,534.

    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 1,009,656 shares
    Change vs previous 13F +168,067 shares

    0.09% of the 13F portfolio, value $46,757,160.

    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 841,589 shares
    Change vs previous 13F +24,988 shares

    0.08% of the 13F portfolio, value $38,157,625.

    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 816,601 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $38,551,717.

    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).