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Cetera Investment Advisers: XVV position timeline

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

Cetera Investment Advisers held 17,197 XVV 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 17,197 shares
    Change vs previous 13F +1,253 shares

    <0.01% of the 13F portfolio, value $976,618.

    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 15,944 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $784,749.

    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 15,186 shares
    Change vs previous 13F +2,354 shares

    <0.01% of the 13F portfolio, value $800,304.

    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 12,832 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $661,131.

    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 12,483 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $595,299.

    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 12,608 shares
    Change vs previous 13F +575 shares

    <0.01% of the 13F portfolio, value $539,404.

    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 12,033 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $545,086.

    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 12,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $535,468.

    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).