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Cetera Investment Advisers: SEPM position timeline

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

Cetera Investment Advisers held 31,167 SEPM 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 31,167 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $1,023,157.

    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 31,930 shares
    Change vs previous 13F +5,138 shares

    <0.01% of the 13F portfolio, value $1,010,853.

    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 26,792 shares
    Change vs previous 13F -5,304 shares

    <0.01% of the 13F portfolio, value $852,149.

    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 32,096 shares
    Change vs previous 13F +3,480 shares

    <0.01% of the 13F portfolio, value $1,008,777.

    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 28,616 shares
    Change vs previous 13F -4,601 shares

    <0.01% of the 13F portfolio, value $881,004.

    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 33,217 shares
    Change vs previous 13F -22,811 shares

    <0.01% of the 13F portfolio, value $987,850.

    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 56,028 shares
    Change vs previous 13F +22,196 shares

    <0.01% of the 13F portfolio, value $1,671,472.

    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 33,832 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000,883.

    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).