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Cetera Trust Company, N.A: ESS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on ESS, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 695 ESS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 695 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $202,655.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 695 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $168,190.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 655 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $171,400.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 645 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $172,641.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 645 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $182,793.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).