Skip to content
Disclosery

Cetera Investment Advisers: PEP position timeline

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

Cetera Investment Advisers held 718,928 PEP 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 718,928 shares
    Change vs previous 13F +12,952 shares

    0.09% of the 13F portfolio, value $97,342,805.

    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 705,976 shares
    Change vs previous 13F +36,756 shares

    0.12% of the 13F portfolio, value $109,631,059.

    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 669,220 shares
    Change vs previous 13F -25,786 shares

    0.1% of the 13F portfolio, value $96,046,516.

    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 695,006 shares
    Change vs previous 13F +201,516 shares

    0.11% of the 13F portfolio, value $97,606,776.

    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 493,490 shares
    Change vs previous 13F +3,646 shares

    0.11% of the 13F portfolio, value $65,160,509.

    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 489,844 shares
    Change vs previous 13F +37,095 shares

    0.14% of the 13F portfolio, value $73,447,235.

    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 452,749 shares
    Change vs previous 13F -20,181 shares

    0.14% of the 13F portfolio, value $68,845,000.

    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 472,930 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $80,421,728.

    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).