Skip to content
Disclosery

Cetera Investment Advisers: HEFA position timeline

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

Cetera Investment Advisers held 1,532,638 HEFA 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 1,532,638 shares
    Change vs previous 13F +122,774 shares

    0.07% of the 13F portfolio, value $71,919,013.

    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 1,409,864 shares
    Change vs previous 13F +62,922 shares

    0.06% of the 13F portfolio, value $59,912,187.

    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 1,346,942 shares
    Change vs previous 13F -52,942 shares

    0.06% of the 13F portfolio, value $55,709,530.

    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 1,399,884 shares
    Change vs previous 13F +353,683 shares

    0.06% of the 13F portfolio, value $55,449,422.

    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 1,046,201 shares
    Change vs previous 13F -658,109 shares

    0.07% of the 13F portfolio, value $39,713,780.

    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 1,704,310 shares
    Change vs previous 13F +827,301 shares

    0.12% of the 13F portfolio, value $61,849,418.

    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 877,009 shares
    Change vs previous 13F +438,497 shares

    0.06% of the 13F portfolio, value $30,476,053.

    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 438,512 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,532,092.

    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).