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Cetera Investment Advisers: IBTG position timeline

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

Cetera Investment Advisers held 133,965 IBTG 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 133,965 shares
    Change vs previous 13F -3,935 shares

    <0.01% of the 13F portfolio, value $3,066,461.

    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 137,900 shares
    Change vs previous 13F -6,100 shares

    <0.01% of the 13F portfolio, value $3,159,989.

    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 144,000 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $3,294,008.

    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 141,917 shares
    Change vs previous 13F +6,802 shares

    <0.01% of the 13F portfolio, value $3,257,012.

    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 135,115 shares
    Change vs previous 13F +2,090 shares

    0.01% of the 13F portfolio, value $3,098,170.

    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 133,025 shares
    Change vs previous 13F +9,507 shares

    0.01% of the 13F portfolio, value $3,051,591.

    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 123,518 shares
    Change vs previous 13F +14,674 shares

    0.01% of the 13F portfolio, value $2,817,436.

    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 108,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,510,491.

    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).