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Cetera Investment Advisers: XJUL position timeline

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

Cetera Investment Advisers held 38,622 XJUL 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 38,622 shares
    Change vs previous 13F -93,708 shares

    <0.01% of the 13F portfolio, value $1,572,495.

    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 132,330 shares
    Change vs previous 13F +92,934 shares

    0.01% of the 13F portfolio, value $5,146,605.

    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 39,396 shares
    Change vs previous 13F -203 shares

    <0.01% of the 13F portfolio, value $1,539,860.

    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 39,599 shares
    Change vs previous 13F +2,120 shares

    <0.01% of the 13F portfolio, value $1,519,216.

    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 37,479 shares
    Change vs previous 13F -97,106 shares

    <0.01% of the 13F portfolio, value $1,392,720.

    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 134,585 shares
    Change vs previous 13F +94,575 shares

    0.01% of the 13F portfolio, value $4,752,196.

    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 40,010 shares
    Change vs previous 13F -1,247 shares

    <0.01% of the 13F portfolio, value $1,419,183.

    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 41,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,441,396.

    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).