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Cetera Investment Advisers: IBTL position timeline

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

Cetera Investment Advisers held 82,940 IBTL 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 82,940 shares
    Change vs previous 13F +3,139 shares

    <0.01% of the 13F portfolio, value $1,674,544.

    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 79,801 shares
    Change vs previous 13F +33,849 shares

    <0.01% of the 13F portfolio, value $1,627,845.

    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 45,952 shares
    Change vs previous 13F +2,699 shares

    <0.01% of the 13F portfolio, value $943,170.

    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 43,253 shares
    Change vs previous 13F +1,509 shares

    <0.01% of the 13F portfolio, value $889,714.

    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 41,744 shares
    Change vs previous 13F +3,520 shares

    <0.01% of the 13F portfolio, value $855,756.

    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 38,224 shares
    Change vs previous 13F +6,038 shares

    <0.01% of the 13F portfolio, value $777,090.

    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 32,186 shares
    Change vs previous 13F +3,417 shares

    <0.01% of the 13F portfolio, value $637,290.

    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 28,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $598,961.

    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).