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Cetera Investment Advisers: DSEP position timeline

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

Cetera Investment Advisers held 134,433 DSEP 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 134,433 shares
    Change vs previous 13F +7,606 shares

    0.01% of the 13F portfolio, value $6,377,502.

    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 126,827 shares
    Change vs previous 13F +9,913 shares

    0.01% of the 13F portfolio, value $5,575,518.

    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 116,914 shares
    Change vs previous 13F +17,430 shares

    0.01% of the 13F portfolio, value $5,250,129.

    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 99,484 shares
    Change vs previous 13F +8,917 shares

    0.01% of the 13F portfolio, value $4,397,193.

    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 90,567 shares
    Change vs previous 13F -3,540 shares

    0.01% of the 13F portfolio, value $3,840,023.

    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 94,107 shares
    Change vs previous 13F +6,281 shares

    0.01% of the 13F portfolio, value $3,733,771.

    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 87,826 shares
    Change vs previous 13F +25,873 shares

    0.01% of the 13F portfolio, value $3,561,072.

    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 61,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,481,218.

    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).