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Cetera Investment Advisers: XSEP position timeline

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

Cetera Investment Advisers held 194,448 XSEP 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 194,448 shares
    Change vs previous 13F +31,542 shares

    0.01% of the 13F portfolio, value $8,634,463.

    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 162,906 shares
    Change vs previous 13F +57,968 shares

    0.01% of the 13F portfolio, value $6,823,187.

    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 104,938 shares
    Change vs previous 13F -3,262 shares

    <0.01% of the 13F portfolio, value $4,447,777.

    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 108,200 shares
    Change vs previous 13F -93,280 shares

    0.01% of the 13F portfolio, value $4,500,460.

    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 201,480 shares
    Change vs previous 13F +5,131 shares

    0.01% of the 13F portfolio, value $8,181,821.

    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 196,349 shares
    Change vs previous 13F +75,369 shares

    0.01% of the 13F portfolio, value $7,592,011.

    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 120,980 shares
    Change vs previous 13F +17,152 shares

    0.01% of the 13F portfolio, value $4,706,933.

    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 103,828 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,983,496.

    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).