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Cetera Investment Advisers: EPI position timeline

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

Cetera Investment Advisers held 58,856 EPI 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 58,856 shares
    Change vs previous 13F +1,777 shares

    <0.01% of the 13F portfolio, value $2,517,864.

    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 57,079 shares
    Change vs previous 13F +6,745 shares

    <0.01% of the 13F portfolio, value $2,328,827.

    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 50,334 shares
    Change vs previous 13F -3,896 shares

    <0.01% of the 13F portfolio, value $2,329,968.

    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 54,230 shares
    Change vs previous 13F +11,071 shares

    <0.01% of the 13F portfolio, value $2,397,005.

    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 43,159 shares
    Change vs previous 13F +8,164 shares

    <0.01% of the 13F portfolio, value $2,048,773.

    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 34,995 shares
    Change vs previous 13F -10,952 shares

    <0.01% of the 13F portfolio, value $1,529,645.

    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 45,947 shares
    Change vs previous 13F +9,733 shares

    <0.01% of the 13F portfolio, value $2,080,008.

    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 36,214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,827,341.

    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).