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Cetera Investment Advisers: IBHG position timeline

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

Cetera Investment Advisers held 254,777 IBHG 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 254,777 shares
    Change vs previous 13F -8,523 shares

    0.01% of the 13F portfolio, value $5,625,475.

    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 263,300 shares
    Change vs previous 13F +2,772 shares

    0.01% of the 13F portfolio, value $5,826,840.

    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 260,528 shares
    Change vs previous 13F +68,655 shares

    0.01% of the 13F portfolio, value $5,814,979.

    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 191,873 shares
    Change vs previous 13F +121,932 shares

    0.01% of the 13F portfolio, value $4,315,239.

    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 69,941 shares
    Change vs previous 13F -5,004 shares

    <0.01% of the 13F portfolio, value $1,576,461.

    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 74,945 shares
    Change vs previous 13F +4,420 shares

    <0.01% of the 13F portfolio, value $1,673,157.

    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 70,525 shares
    Change vs previous 13F +22,779 shares

    <0.01% of the 13F portfolio, value $1,568,476.

    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 47,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,079,060.

    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).