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Cetera Investment Advisers: HEI-A position timeline

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

Cetera Investment Advisers held 17,139 HEI-A 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 17,139 shares
    Change vs previous 13F +1,553 shares

    <0.01% of the 13F portfolio, value $4,419,757.

    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 15,586 shares
    Change vs previous 13F +4,060 shares

    <0.01% of the 13F portfolio, value $3,290,054.

    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 11,526 shares
    Change vs previous 13F -903 shares

    <0.01% of the 13F portfolio, value $2,909,398.

    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 12,429 shares
    Change vs previous 13F +2,459 shares

    <0.01% of the 13F portfolio, value $3,158,272.

    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 9,970 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $2,579,744.

    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 8,951 shares
    Change vs previous 13F +1,264 shares

    <0.01% of the 13F portfolio, value $1,888,398.

    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 7,687 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $1,430,400.

    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 7,762 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,581,589.

    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).