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Cetera Investment Advisers: XLF position timeline

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

Cetera Investment Advisers held 2,687,614 XLF 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 2,687,614 shares
    Change vs previous 13F +34,887 shares

    0.13% of the 13F portfolio, value $144,082,984.

    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 2,652,727 shares
    Change vs previous 13F -287,602 shares

    0.14% of the 13F portfolio, value $130,965,115.

    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 2,940,329 shares
    Change vs previous 13F +67,675 shares

    0.18% of the 13F portfolio, value $161,041,810.

    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 2,872,654 shares
    Change vs previous 13F +681,785 shares

    0.18% of the 13F portfolio, value $154,749,901.

    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 2,190,869 shares
    Change vs previous 13F -146,797 shares

    0.19% of the 13F portfolio, value $114,735,770.

    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 2,337,666 shares
    Change vs previous 13F +543,839 shares

    0.23% of the 13F portfolio, value $116,439,164.

    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 1,793,827 shares
    Change vs previous 13F +282,296 shares

    0.18% of the 13F portfolio, value $86,695,664.

    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 1,511,531 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $68,502,564.

    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).