Checchi Capital Advisers, LLC: DTE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Checchi Capital Advisers, LLC on DTE, newest first. How the timeline and the estimate are built.
Checchi Capital Advisers, LLC held 2,421 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,421 sharesChange vs previous 13F +19 shares
0.02% of the 13F portfolio, value $368,888.
13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,402 sharesChange vs previous 13F +450 shares
0.02% of the 13F portfolio, value $351,220.
13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,952 sharesChange vs previous 13F -125 shares
0.02% of the 13F portfolio, value $251,769.
13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,077 sharesChange vs previous 13F +230 shares
0.02% of the 13F portfolio, value $293,750.
13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,847 sharesChange vs previous 13F -208 shares
0.02% of the 13F portfolio, value $244,654.
13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,055 sharesChange vs previous 13F +325 shares
0.02% of the 13F portfolio, value $284,145.
13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,730 sharesChange vs previous 13F -3 shares
0.02% of the 13F portfolio, value $208,898.
13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,733 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $222,535.
13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).