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Cetera Investment Advisers: XP position timeline

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

Cetera Investment Advisers held 10,626 XP 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 10,626 shares
    Change vs previous 13F -7,122 shares

    <0.01% of the 13F portfolio, value $172,781.

    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 17,748 shares
    Change vs previous 13F +6,230 shares

    <0.01% of the 13F portfolio, value $337,924.

    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 11,518 shares
    Change vs previous 13F -30,485 shares

    <0.01% of the 13F portfolio, value $188,555.

    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 42,003 shares
    Change vs previous 13F +5,440 shares

    <0.01% of the 13F portfolio, value $789,236.

    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 36,563 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $738,567.

    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 36,478 shares
    Change vs previous 13F +2,331 shares

    <0.01% of the 13F portfolio, value $501,568.

    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 34,147 shares
    Change vs previous 13F -6,102 shares

    <0.01% of the 13F portfolio, value $404,638.

    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 40,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $722,067.

    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).