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Cetera Investment Advisers: EES position timeline

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

Cetera Investment Advisers held 346,942 EES 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 346,942 shares
    Change vs previous 13F -14,667 shares

    0.02% of the 13F portfolio, value $23,519,174.

    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 361,609 shares
    Change vs previous 13F -15,387 shares

    0.02% of the 13F portfolio, value $20,990,957.

    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 376,996 shares
    Change vs previous 13F +10,764 shares

    0.02% of the 13F portfolio, value $21,462,402.

    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 366,232 shares
    Change vs previous 13F +52,559 shares

    0.02% of the 13F portfolio, value $20,461,408.

    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 313,673 shares
    Change vs previous 13F -5,306 shares

    0.03% of the 13F portfolio, value $15,984,794.

    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 318,979 shares
    Change vs previous 13F -955 shares

    0.03% of the 13F portfolio, value $15,578,921.

    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 319,934 shares
    Change vs previous 13F -71,878 shares

    0.04% of the 13F portfolio, value $17,257,260.

    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 391,812 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,668,108.

    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).