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Cetera Investment Advisers: ZROZ position timeline

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

Cetera Investment Advisers held 5,329 ZROZ 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 5,329 shares
    Change vs previous 13F -1,238 shares

    <0.01% of the 13F portfolio, value $341,596.

    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 6,567 shares
    Change vs previous 13F -1,881 shares

    <0.01% of the 13F portfolio, value $420,364.

    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 8,448 shares
    Change vs previous 13F -22,599 shares

    <0.01% of the 13F portfolio, value $542,795.

    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 31,047 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $2,110,012.

    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 31,106 shares
    Change vs previous 13F +647 shares

    <0.01% of the 13F portfolio, value $2,086,262.

    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 30,459 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $2,181,752.

    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 30,739 shares
    Change vs previous 13F -23,456 shares

    <0.01% of the 13F portfolio, value $2,109,282.

    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 54,195 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,466,782.

    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).