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Cetera Investment Advisers: XES position timeline

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

Cetera Investment Advisers held 21,222 XES 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 21,222 shares
    Change vs previous 13F -1,395 shares

    <0.01% of the 13F portfolio, value $2,378,580.

    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 22,617 shares
    Change vs previous 13F -3,407 shares

    <0.01% of the 13F portfolio, value $2,631,074.

    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 26,024 shares
    Change vs previous 13F -1,179 shares

    <0.01% of the 13F portfolio, value $2,133,245.

    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 27,203 shares
    Change vs previous 13F -15,323 shares

    <0.01% of the 13F portfolio, value $1,968,153.

    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 42,526 shares
    Change vs previous 13F +26,920 shares

    <0.01% of the 13F portfolio, value $2,697,800.

    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 15,606 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $1,113,635.

    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 14,139 shares
    Change vs previous 13F +743 shares

    <0.01% of the 13F portfolio, value $1,115,820.

    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 13,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,082,028.

    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).