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Cetera Investment Advisers: IBKR position timeline

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

Cetera Investment Advisers held 224,287 IBKR 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 224,287 shares
    Change vs previous 13F +14,976 shares

    0.02% of the 13F portfolio, value $19,521,967.

    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 209,311 shares
    Change vs previous 13F +48,443 shares

    0.01% of the 13F portfolio, value $14,038,484.

    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 160,868 shares
    Change vs previous 13F -10,721 shares

    0.01% of the 13F portfolio, value $10,345,455.

    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 171,589 shares
    Change vs previous 13F +17,347 shares

    0.01% of the 13F portfolio, value $11,807,061.

    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 154,242 shares
    Change vs previous 13F +114,920 shares

    0.01% of the 13F portfolio, value $8,546,565.

    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 39,322 shares
    Change vs previous 13F -5,170 shares

    0.01% of the 13F portfolio, value $6,511,404.

    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 44,492 shares
    Change vs previous 13F +325 shares

    0.02% of the 13F portfolio, value $7,860,316.

    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 44,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,155,141.

    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).