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Cetera Investment Advisers: XCHYX position timeline

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

Cetera Investment Advisers held 151,512 XCHYX 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 151,512 shares
    Change vs previous 13F +2,132 shares

    <0.01% of the 13F portfolio, value $2,063,604.

    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 149,380 shares
    Change vs previous 13F +18,036 shares

    <0.01% of the 13F portfolio, value $1,626,743.

    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 131,344 shares
    Change vs previous 13F +6,607 shares

    <0.01% of the 13F portfolio, value $1,485,501.

    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 124,737 shares
    Change vs previous 13F +60,127 shares

    <0.01% of the 13F portfolio, value $1,399,557.

    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 64,610 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $710,056.

    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 64,280 shares
    Change vs previous 13F +1,751 shares

    <0.01% of the 13F portfolio, value $649,231.

    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 62,529 shares
    Change vs previous 13F -781 shares

    <0.01% of the 13F portfolio, value $759,107.

    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 63,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $755,285.

    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).