Skip to content
Disclosery

Cetera Investment Advisers: CHE position timeline

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

Cetera Investment Advisers held 2,961 CHE 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 2,961 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $1,379,260.

    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 3,244 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $1,225,566.

    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 3,086 shares
    Change vs previous 13F -3,407 shares

    <0.01% of the 13F portfolio, value $1,320,370.

    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 6,493 shares
    Change vs previous 13F +4,753 shares

    <0.01% of the 13F portfolio, value $2,907,494.

    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 1,740 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $847,496.

    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 1,715 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $1,055,510.

    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 1,615 shares
    Change vs previous 13F -1,358 shares

    <0.01% of the 13F portfolio, value $855,782.

    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 2,973 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,786,839.

    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).