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Cetera Investment Advisers: PSEP position timeline

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

Cetera Investment Advisers held 215,435 PSEP 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 215,435 shares
    Change vs previous 13F -43,820 shares

    0.01% of the 13F portfolio, value $9,920,749.

    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 259,255 shares
    Change vs previous 13F -5,630 shares

    0.01% of the 13F portfolio, value $11,163,520.

    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 264,885 shares
    Change vs previous 13F -9,542 shares

    0.01% of the 13F portfolio, value $11,580,349.

    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 274,427 shares
    Change vs previous 13F +112,411 shares

    0.01% of the 13F portfolio, value $11,786,640.

    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 162,016 shares
    Change vs previous 13F +4,543 shares

    0.01% of the 13F portfolio, value $6,624,834.

    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 157,473 shares
    Change vs previous 13F +1,868 shares

    0.01% of the 13F portfolio, value $6,048,538.

    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 155,605 shares
    Change vs previous 13F -2,661 shares

    0.01% of the 13F portfolio, value $6,081,868.

    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 158,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,097,989.

    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).