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Cetera Investment Advisers: IAUM position timeline

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

Cetera Investment Advisers held 100,435 IAUM 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 100,435 shares
    Change vs previous 13F +11,829 shares

    <0.01% of the 13F portfolio, value $4,018,388.

    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 88,606 shares
    Change vs previous 13F +7,661 shares

    <0.01% of the 13F portfolio, value $4,137,900.

    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 80,945 shares
    Change vs previous 13F +6,791 shares

    <0.01% of the 13F portfolio, value $3,479,808.

    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 74,154 shares
    Change vs previous 13F +6,530 shares

    <0.01% of the 13F portfolio, value $2,854,929.

    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 67,624 shares
    Change vs previous 13F +35,437 shares

    <0.01% of the 13F portfolio, value $2,230,916.

    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 32,187 shares
    Change vs previous 13F +14,209 shares

    <0.01% of the 13F portfolio, value $1,003,269.

    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 17,978 shares
    Change vs previous 13F +4,058 shares

    <0.01% of the 13F portfolio, value $470,484.

    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 13,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $365,400.

    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).