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Cetera Investment Advisers: IBDW position timeline

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

Cetera Investment Advisers held 192,734 IBDW 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 192,734 shares
    Change vs previous 13F +27,729 shares

    <0.01% of the 13F portfolio, value $4,016,580.

    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 165,005 shares
    Change vs previous 13F +24,876 shares

    <0.01% of the 13F portfolio, value $3,453,553.

    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 140,129 shares
    Change vs previous 13F +8,070 shares

    <0.01% of the 13F portfolio, value $2,963,727.

    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 132,059 shares
    Change vs previous 13F +22,185 shares

    <0.01% of the 13F portfolio, value $2,802,301.

    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 109,874 shares
    Change vs previous 13F +15,433 shares

    <0.01% of the 13F portfolio, value $2,311,751.

    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 94,441 shares
    Change vs previous 13F +24,409 shares

    <0.01% of the 13F portfolio, value $1,959,651.

    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 70,032 shares
    Change vs previous 13F +28,627 shares

    <0.01% of the 13F portfolio, value $1,425,151.

    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 41,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $878,614.

    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).