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Cetera Trust Company, N.A: UL position timeline

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

Cetera Trust Company, N.A held 6,020 UL 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 6,020 shares
    Change vs previous 13F +90 shares

    0.18% of the 13F portfolio, value $361,922.

    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 5,930 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $337,832.

    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).