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Cetera Investment Advisers: EXC position timeline

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

Cetera Investment Advisers held 420,320 EXC 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 420,320 shares
    Change vs previous 13F +84,833 shares

    0.02% of the 13F portfolio, value $19,595,332.

    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 335,487 shares
    Change vs previous 13F -4,155 shares

    0.02% of the 13F portfolio, value $16,445,574.

    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 339,642 shares
    Change vs previous 13F +20,495 shares

    0.02% of the 13F portfolio, value $14,805,002.

    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 319,147 shares
    Change vs previous 13F +85,330 shares

    0.02% of the 13F portfolio, value $14,364,830.

    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 233,817 shares
    Change vs previous 13F -11,968 shares

    0.02% of the 13F portfolio, value $10,152,345.

    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 245,785 shares
    Change vs previous 13F +7,473 shares

    0.02% of the 13F portfolio, value $11,325,752.

    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 238,312 shares
    Change vs previous 13F +6,783 shares

    0.02% of the 13F portfolio, value $8,970,069.

    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 231,529 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,388,515.

    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).