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Cetera Investment Advisers: XYZ position timeline

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

Cetera Investment Advisers held 99,314 XYZ 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 99,314 shares
    Change vs previous 13F -1,686 shares

    0.01% of the 13F portfolio, value $7,547,887.

    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 101,000 shares
    Change vs previous 13F +9,332 shares

    0.01% of the 13F portfolio, value $6,078,114.

    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 91,668 shares
    Change vs previous 13F -12,094 shares

    0.01% of the 13F portfolio, value $5,966,668.

    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 103,762 shares
    Change vs previous 13F +19,843 shares

    0.01% of the 13F portfolio, value $7,498,930.

    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 83,919 shares
    Change vs previous 13F +5,947 shares

    0.01% of the 13F portfolio, value $5,700,639.

    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 77,972 shares
    Change vs previous 13F -10,433 shares

    0.01% of the 13F portfolio, value $4,236,196.

    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 88,405 shares
    Change vs previous 13F +4,630 shares

    0.02% of the 13F portfolio, value $7,513,558.

    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 83,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,623,796.

    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).