Skip to content
Disclosery

Cetera Investment Advisers: HE position timeline

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

Cetera Investment Advisers held 33,256 HE 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 33,256 shares
    Change vs previous 13F -1,115 shares

    <0.01% of the 13F portfolio, value $449,954.

    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 34,371 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $510,059.

    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 33,919 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $417,198.

    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 34,065 shares
    Change vs previous 13F +403 shares

    <0.01% of the 13F portfolio, value $376,078.

    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 33,662 shares
    Change vs previous 13F -17,159 shares

    <0.01% of the 13F portfolio, value $357,827.

    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 50,821 shares
    Change vs previous 13F +14,871 shares

    <0.01% of the 13F portfolio, value $556,490.

    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 35,950 shares
    Change vs previous 13F -7,224 shares

    <0.01% of the 13F portfolio, value $349,794.

    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 43,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,924.

    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).