LSAT β€” TWO RDS SHARED TR

Ownership history in Cetera Investment Advisers  Β·  13 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported TWO RDS SHARED TR (LSAT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows LSAT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LSAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in TWO RDS SHARED TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LSAT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cetera Investment Advisers held LSAT β€” position size vs. price
% of Fund (quarterly)    LSAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 125,653 +9,913 +8.6% 0.01% $4.9M 2026-02-14 (Est.) $40.18
2025 Q3 ADDED 115,740 +9,194 +8.6% 0.01% $4.8M 2025-11-14 $39.13
2025 Q2 ADDED 106,546 +16,197 +17.9% 0.01% $4.2M 2025-08-08 $39.37
2025 Q1 ADDED 90,349 +23,946 +36.1% 0.01% $3.6M 2025-05-06 $38.25
2024 Q4 ADDED 66,403 +8,488 +14.7% 0.01% $2.7M 2025-02-14 $40.06
2024 Q3 ADDED 57,915 +4,155 +7.7% 0.01% $2.4M 2024-11-13 $41.01
2024 Q2 ADDED 53,760 +33,089 +160.1% 0.00% $2.1M 2024-08-22 $38.74
2024 Q1 REDUCED 20,671 -780 -3.6% 0.01% $802K 2024-05-15 $37.43
2023 Q4 REDUCED 21,451 -25,569 -54.4% 0.01% $739K 2024-02-13 $33.54
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LSAT

As of 2026 Q1 β€” sorted by position size

Comprehensive Financial Planning, Inc./PA 0.0%

FAQ About Cetera Investment Advisers and LSAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning LSAT?

Cetera Investment Advisers reported LSAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LSAT position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for LSAT was 0.01% in 2024 Q1.

What is the latest reported LSAT position on this page?

The most recent filing on this page is 2025 Q4, when Cetera Investment Advisers reported 125,653 shares, equal to 0.01% of portfolio, with an estimated market value of $4.9M.

What does the chart on this LSAT ownership page compare?

The chart compares Cetera Investment Advisers's quarterly LSAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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