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Cetera Trust Company, N.A: CUZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on CUZ, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 7,830 CUZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,830 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $234,743.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 7,830 shares
    Change vs previous 13F -925 shares

    0.1% of the 13F portfolio, value $176,723.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 8,755 shares
    Change vs previous 13F -250 shares

    0.12% of the 13F portfolio, value $225,704.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 9,005 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $260,605.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 9,005 shares
    Change vs previous 13F +230 shares

    0.16% of the 13F portfolio, value $270,420.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 8,775 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $258,863.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 8,775 shares
    Change vs previous 13F -600 shares

    0.17% of the 13F portfolio, value $268,866.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 9,375 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $276,375.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).