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Cetera Investment Advisers: XEVGX position timeline

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

Cetera Investment Advisers held 99,269 XEVGX 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 99,269 shares
    Change vs previous 13F -23,681 shares

    <0.01% of the 13F portfolio, value $1,070,115.

    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 122,950 shares
    Change vs previous 13F +40,781 shares

    <0.01% of the 13F portfolio, value $1,314,339.

    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 82,169 shares
    Change vs previous 13F +4,093 shares

    <0.01% of the 13F portfolio, value $897,280.

    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 78,076 shares
    Change vs previous 13F +9,664 shares

    <0.01% of the 13F portfolio, value $883,824.

    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 68,412 shares
    Change vs previous 13F +5,797 shares

    <0.01% of the 13F portfolio, value $754,586.

    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 62,615 shares
    Change vs previous 13F +2,596 shares

    <0.01% of the 13F portfolio, value $687,517.

    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 60,019 shares
    Change vs previous 13F +879 shares

    <0.01% of the 13F portfolio, value $655,410.

    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 59,140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $661,190.

    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).