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Disclosery

Cetera Advisors LLC: IWV position timeline

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

Cetera Advisors LLC held 0 IWV shares at 2024-03-31 per its 13F-HR/A filed 2024-05-24.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F/A 0 shares
    Change vs previous 13F -15,171 shares

    13F-HR/A 0001085146-24-002671 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 15,171 shares
    Change vs previous 13F +477 shares

    0.06% of the 13F portfolio, value $4,152,992.

    13F-HR 0001085146-24-001189 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 14,694 shares
    Change vs previous 13F +3,105 shares

    0.06% of the 13F portfolio, value $3,600,955.

    13F-HR 0001085146-23-004412 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 11,589 shares
    Change vs previous 13F +915 shares

    0.05% of the 13F portfolio, value $2,949,166.

    13F-HR 0001085146-23-003193 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 10,674 shares
    Change vs previous 13F +2,832 shares

    0.04% of the 13F portfolio, value $2,512,843.

    13F-HR 0001085146-23-002331 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 7,842 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $1,730,663.

    13F-HR 0001085146-23-001270 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 7,902 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $1,636,000.

    13F-HR 0001085146-22-003933 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 8,016 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,743,000.

    13F-HR 0001085146-22-002985 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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