Skip to content
Disclosery

Cetera Investment Advisers: XJR position timeline

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

Cetera Investment Advisers held 10,466 XJR 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 10,466 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $552,046.

    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 9,931 shares
    Change vs previous 13F -706 shares

    <0.01% of the 13F portfolio, value $432,371.

    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 10,637 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $452,923.

    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 10,363 shares
    Change vs previous 13F -3,075 shares

    <0.01% of the 13F portfolio, value $441,049.

    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 13,438 shares
    Change vs previous 13F -4,956 shares

    <0.01% of the 13F portfolio, value $531,473.

    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 18,394 shares
    Change vs previous 13F -491 shares

    <0.01% of the 13F portfolio, value $692,052.

    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 18,885 shares
    Change vs previous 13F +2,375 shares

    <0.01% of the 13F portfolio, value $776,776.

    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 16,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $690,295.

    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).