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Cetera Investment Advisers: XBB position timeline

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

Cetera Investment Advisers held 22,791 XBB 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 22,791 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $934,327.

    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 21,953 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $893,278.

    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 21,693 shares
    Change vs previous 13F -62,387 shares

    <0.01% of the 13F portfolio, value $892,555.

    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 84,080 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $3,476,288.

    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 83,406 shares
    Change vs previous 13F +3,784 shares

    0.01% of the 13F portfolio, value $3,435,225.

    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 79,622 shares
    Change vs previous 13F +74,182 shares

    0.01% of the 13F portfolio, value $3,219,116.

    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 5,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,663.

    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).