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Cetera Investment Advisers: IBDR position timeline

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

Cetera Investment Advisers held 471,188 IBDR 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 471,188 shares
    Change vs previous 13F +116,931 shares

    0.01% of the 13F portfolio, value $11,416,885.

    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 354,257 shares
    Change vs previous 13F +38,871 shares

    0.01% of the 13F portfolio, value $8,587,187.

    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 315,386 shares
    Change vs previous 13F +26,759 shares

    0.01% of the 13F portfolio, value $7,641,809.

    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 288,627 shares
    Change vs previous 13F +54,612 shares

    0.01% of the 13F portfolio, value $7,013,654.

    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 234,015 shares
    Change vs previous 13F -2,396 shares

    0.01% of the 13F portfolio, value $5,674,868.

    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 236,411 shares
    Change vs previous 13F +31,035 shares

    0.01% of the 13F portfolio, value $5,723,517.

    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 205,376 shares
    Change vs previous 13F +51,450 shares

    0.01% of the 13F portfolio, value $4,943,411.

    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 153,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,740,401.

    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).