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Cetera Investment Advisers: XLC position timeline

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

Cetera Investment Advisers held 682,235 XLC 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 682,235 shares
    Change vs previous 13F -62,777 shares

    0.07% of the 13F portfolio, value $73,087,865.

    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 745,012 shares
    Change vs previous 13F +41,038 shares

    0.09% of the 13F portfolio, value $82,592,028.

    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 703,974 shares
    Change vs previous 13F -25,543 shares

    0.09% of the 13F portfolio, value $82,871,833.

    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 729,517 shares
    Change vs previous 13F +48,615 shares

    0.1% of the 13F portfolio, value $86,352,997.

    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 680,902 shares
    Change vs previous 13F +176,509 shares

    0.12% of the 13F portfolio, value $73,898,276.

    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 504,393 shares
    Change vs previous 13F +74,348 shares

    0.09% of the 13F portfolio, value $48,648,660.

    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 430,045 shares
    Change vs previous 13F +32,329 shares

    0.09% of the 13F portfolio, value $41,632,674.

    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 397,716 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,953,509.

    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).