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Cetera Investment Advisers: ISEP position timeline

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

Cetera Investment Advisers held 63,809 ISEP 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 63,809 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $2,207,791.

    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 64,009 shares
    Change vs previous 13F -4,550 shares

    <0.01% of the 13F portfolio, value $2,098,855.

    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 68,559 shares
    Change vs previous 13F +234 shares

    <0.01% of the 13F portfolio, value $2,234,632.

    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 68,325 shares
    Change vs previous 13F +19,321 shares

    <0.01% of the 13F portfolio, value $2,177,361.

    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 49,004 shares
    Change vs previous 13F -3,943 shares

    <0.01% of the 13F portfolio, value $1,514,954.

    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 52,947 shares
    Change vs previous 13F +28,004 shares

    <0.01% of the 13F portfolio, value $1,522,735.

    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 24,943 shares
    Change vs previous 13F +7,855 shares

    <0.01% of the 13F portfolio, value $687,312.

    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 17,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $495,210.

    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).