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Cetera Investment Advisers: HDEF position timeline

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

Cetera Investment Advisers held 330,212 HDEF 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 330,212 shares
    Change vs previous 13F -3,583 shares

    0.01% of the 13F portfolio, value $10,613,031.

    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 333,795 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $10,818,309.

    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 334,070 shares
    Change vs previous 13F -10,664 shares

    0.01% of the 13F portfolio, value $10,352,825.

    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 344,734 shares
    Change vs previous 13F +23,686 shares

    0.01% of the 13F portfolio, value $10,142,096.

    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 321,048 shares
    Change vs previous 13F -1,312 shares

    0.02% of the 13F portfolio, value $9,265,439.

    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 322,360 shares
    Change vs previous 13F -1,780 shares

    0.02% of the 13F portfolio, value $8,748,862.

    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 324,140 shares
    Change vs previous 13F +18,802 shares

    0.02% of the 13F portfolio, value $7,873,372.

    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 305,338 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,210,539.

    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).