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Cetera Investment Advisers: XEVTX position timeline

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

Cetera Investment Advisers held 172,878 XEVTX 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 172,878 shares
    Change vs previous 13F +21,982 shares

    <0.01% of the 13F portfolio, value $4,785,258.

    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 150,896 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $3,704,495.

    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 150,645 shares
    Change vs previous 13F +1,725 shares

    <0.01% of the 13F portfolio, value $3,793,258.

    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 148,920 shares
    Change vs previous 13F +24,947 shares

    <0.01% of the 13F portfolio, value $3,641,112.

    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 123,973 shares
    Change vs previous 13F +3,939 shares

    0.01% of the 13F portfolio, value $2,987,728.

    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 120,034 shares
    Change vs previous 13F +15,072 shares

    0.01% of the 13F portfolio, value $2,793,194.

    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 104,962 shares
    Change vs previous 13F +9,559 shares

    0.01% of the 13F portfolio, value $2,524,328.

    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 95,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,355,491.

    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).