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Cetera Investment Advisers: IBDS position timeline

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

Cetera Investment Advisers held 373,549 IBDS 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 373,549 shares
    Change vs previous 13F +79,792 shares

    0.01% of the 13F portfolio, value $9,047,364.

    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 293,757 shares
    Change vs previous 13F +8,732 shares

    0.01% of the 13F portfolio, value $7,120,673.

    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 285,025 shares
    Change vs previous 13F +17,643 shares

    0.01% of the 13F portfolio, value $6,920,408.

    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 267,382 shares
    Change vs previous 13F +43,112 shares

    0.01% of the 13F portfolio, value $6,508,078.

    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 224,270 shares
    Change vs previous 13F +9,954 shares

    0.01% of the 13F portfolio, value $5,443,028.

    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 214,316 shares
    Change vs previous 13F +50,780 shares

    0.01% of the 13F portfolio, value $5,182,160.

    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 163,536 shares
    Change vs previous 13F +56,218 shares

    0.01% of the 13F portfolio, value $3,918,333.

    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 107,318 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,615,350.

    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).