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Cetera Investment Advisers: ZSEP position timeline

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

Cetera Investment Advisers held 77,406 ZSEP 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 77,406 shares
    Change vs previous 13F -2,349 shares

    <0.01% of the 13F portfolio, value $2,133,247.

    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 79,755 shares
    Change vs previous 13F -1,213 shares

    <0.01% of the 13F portfolio, value $2,131,213.

    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 80,968 shares
    Change vs previous 13F -3,620 shares

    <0.01% of the 13F portfolio, value $2,168,324.

    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 84,588 shares
    Change vs previous 13F +48,545 shares

    <0.01% of the 13F portfolio, value $2,240,787.

    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 36,043 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $932,973.

    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 37,043 shares
    Change vs previous 13F -26,489 shares

    <0.01% of the 13F portfolio, value $923,338.

    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 63,532 shares
    Change vs previous 13F +22,091 shares

    <0.01% of the 13F portfolio, value $1,593,383.

    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 41,441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,030,638.

    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).