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Caerus Investment Advisors, LLC: EIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caerus Investment Advisors, LLC on EIX, newest first. How the timeline and the estimate are built.

Caerus Investment Advisors, LLC held 22,954 EIX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,954 shares
    Change vs previous 13F -2,508 shares

    0.58% of the 13F portfolio, value $1,708,925.

    13F-HR 0001862682-26-000003 filed by Caerus Investment Advisors, LLC
    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 25,462 shares
    Change vs previous 13F -3,032 shares

    0.79% of the 13F portfolio, value $1,863,309.

    13F-HR 0001862682-26-000002 filed by Caerus Investment Advisors, LLC
    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 28,494 shares
    Change vs previous 13F +12,441 shares

    0.57% of the 13F portfolio, value $1,710,210.

    13F-HR 0001862682-26-000001 filed by Caerus Investment Advisors, LLC
    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 16,053 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $887,410.

    13F-HR 0001862682-25-000002 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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