Skip to content
Disclosery

Cetera Investment Advisers: EFG position timeline

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

Cetera Investment Advisers held 2,355,345 EFG 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 2,355,345 shares
    Change vs previous 13F +147,139 shares

    0.27% of the 13F portfolio, value $293,052,073.

    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 2,208,206 shares
    Change vs previous 13F +1,227,595 shares

    0.26% of the 13F portfolio, value $245,927,892.

    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 980,611 shares
    Change vs previous 13F -11,372 shares

    0.12% of the 13F portfolio, value $111,711,133.

    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 991,983 shares
    Change vs previous 13F -323,222 shares

    0.13% of the 13F portfolio, value $112,967,042.

    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 1,315,205 shares
    Change vs previous 13F +62,786 shares

    0.25% of the 13F portfolio, value $147,302,973.

    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 1,252,419 shares
    Change vs previous 13F -529,494 shares

    0.24% of the 13F portfolio, value $125,241,834.

    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 1,781,913 shares
    Change vs previous 13F +285,548 shares

    0.36% of the 13F portfolio, value $172,542,657.

    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 1,496,365 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $161,083,670.

    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).