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Cetera Investment Advisers: IBTJ position timeline

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

Cetera Investment Advisers held 130,972 IBTJ 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 130,972 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $2,835,548.

    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 131,322 shares
    Change vs previous 13F -6,367 shares

    <0.01% of the 13F portfolio, value $2,868,464.

    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 137,689 shares
    Change vs previous 13F -214,868 shares

    <0.01% of the 13F portfolio, value $3,021,592.

    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 352,557 shares
    Change vs previous 13F +4,097 shares

    0.01% of the 13F portfolio, value $7,740,402.

    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 348,460 shares
    Change vs previous 13F +14,641 shares

    0.01% of the 13F portfolio, value $7,638,242.

    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 333,819 shares
    Change vs previous 13F +244,309 shares

    0.01% of the 13F portfolio, value $7,267,234.

    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 89,510 shares
    Change vs previous 13F +16,546 shares

    <0.01% of the 13F portfolio, value $1,908,927.

    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 72,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,612,862.

    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).