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Cetera Investment Advisers: XBOEX position timeline

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

Cetera Investment Advisers held 60,045 XBOEX 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 60,045 shares
    Change vs previous 13F -36,208 shares

    <0.01% of the 13F portfolio, value $725,929.

    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 96,253 shares
    Change vs previous 13F +13,179 shares

    <0.01% of the 13F portfolio, value $1,054,936.

    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 83,074 shares
    Change vs previous 13F +7,757 shares

    <0.01% of the 13F portfolio, value $972,796.

    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 75,317 shares
    Change vs previous 13F +42,647 shares

    <0.01% of the 13F portfolio, value $871,418.

    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 32,670 shares
    Change vs previous 13F +2,340 shares

    <0.01% of the 13F portfolio, value $370,806.

    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 30,330 shares
    Change vs previous 13F +12,713 shares

    <0.01% of the 13F portfolio, value $329,085.

    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 17,617 shares
    Change vs previous 13F -3,462 shares

    <0.01% of the 13F portfolio, value $189,737.

    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 21,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,345.

    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).