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Cetera Investment Advisers: XLV position timeline

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

Cetera Investment Advisers held 819,649 XLV 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 819,649 shares
    Change vs previous 13F -48,290 shares

    0.12% of the 13F portfolio, value $130,045,532.

    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 867,939 shares
    Change vs previous 13F -66,930 shares

    0.14% of the 13F portfolio, value $127,248,494.

    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 934,869 shares
    Change vs previous 13F +96,353 shares

    0.16% of the 13F portfolio, value $144,717,544.

    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 838,516 shares
    Change vs previous 13F -91,236 shares

    0.14% of the 13F portfolio, value $116,696,379.

    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 929,752 shares
    Change vs previous 13F -15,842 shares

    0.21% of the 13F portfolio, value $125,321,177.

    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 945,594 shares
    Change vs previous 13F +103,786 shares

    0.27% of the 13F portfolio, value $138,066,280.

    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 841,808 shares
    Change vs previous 13F -46,285 shares

    0.24% of the 13F portfolio, value $115,807,469.

    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 888,093 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $136,784,055.

    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).