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Cetera Investment Advisers: IBIT position timeline

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

Cetera Investment Advisers held 1,283,145 IBIT 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 1,283,145 shares
    Change vs previous 13F -13,355 shares

    0.04% of the 13F portfolio, value $42,715,915.

    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 1,296,500 shares
    Change vs previous 13F +262,087 shares

    0.05% of the 13F portfolio, value $49,811,519.

    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 1,034,413 shares
    Change vs previous 13F +43,412 shares

    0.06% of the 13F portfolio, value $51,358,581.

    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 991,001 shares
    Change vs previous 13F +429,323 shares

    0.07% of the 13F portfolio, value $64,415,096.

    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 561,678 shares
    Change vs previous 13F +215,055 shares

    0.06% of the 13F portfolio, value $34,380,310.

    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 346,623 shares
    Change vs previous 13F +154,998 shares

    0.03% of the 13F portfolio, value $16,225,423.

    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 191,625 shares
    Change vs previous 13F +166,180 shares

    0.02% of the 13F portfolio, value $10,165,706.

    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 25,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $919,328.

    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).