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Cetera Investment Advisers: ESGU position timeline

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

Cetera Investment Advisers held 276,693 ESGU 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 276,693 shares
    Change vs previous 13F +611 shares

    0.04% of the 13F portfolio, value $45,286,313.

    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 276,082 shares
    Change vs previous 13F +395 shares

    0.04% of the 13F portfolio, value $39,043,534.

    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 275,687 shares
    Change vs previous 13F -6,149 shares

    0.04% of the 13F portfolio, value $41,071,917.

    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 281,836 shares
    Change vs previous 13F +60,844 shares

    0.05% of the 13F portfolio, value $41,035,452.

    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 220,992 shares
    Change vs previous 13F -14,393 shares

    0.05% of the 13F portfolio, value $29,900,223.

    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 235,385 shares
    Change vs previous 13F -77,680 shares

    0.06% of the 13F portfolio, value $28,695,873.

    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 313,065 shares
    Change vs previous 13F -2,184 shares

    0.08% of the 13F portfolio, value $40,329,024.

    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 315,249 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,778,103.

    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).