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Cetera Investment Advisers: XAGDX position timeline

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

Cetera Investment Advisers held 41,304 XAGDX 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 41,304 shares
    Change vs previous 13F +11,036 shares

    <0.01% of the 13F portfolio, value $500,195.

    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 30,268 shares
    Change vs previous 13F +784 shares

    <0.01% of the 13F portfolio, value $326,889.

    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 29,484 shares
    Change vs previous 13F -700 shares

    <0.01% of the 13F portfolio, value $343,783.

    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 30,184 shares
    Change vs previous 13F +13,953 shares

    <0.01% of the 13F portfolio, value $402,052.

    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 16,231 shares
    Change vs previous 13F +678 shares

    <0.01% of the 13F portfolio, value $179,186.

    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 15,553 shares
    Change vs previous 13F +2,826 shares

    <0.01% of the 13F portfolio, value $154,910.

    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 12,727 shares
    Change vs previous 13F -2,890 shares

    <0.01% of the 13F portfolio, value $124,724.

    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 15,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,856.

    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).