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Cetera Investment Advisers: IDV position timeline

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

Cetera Investment Advisers held 1,605,145 IDV 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 1,605,145 shares
    Change vs previous 13F +151,712 shares

    0.06% of the 13F portfolio, value $66,501,119.

    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 1,453,433 shares
    Change vs previous 13F +123,860 shares

    0.07% of the 13F portfolio, value $61,858,098.

    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 1,329,573 shares
    Change vs previous 13F +52,212 shares

    0.06% of the 13F portfolio, value $52,451,644.

    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 1,277,361 shares
    Change vs previous 13F +738,595 shares

    0.05% of the 13F portfolio, value $46,687,557.

    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 538,766 shares
    Change vs previous 13F +17,423 shares

    0.03% of the 13F portfolio, value $18,592,795.

    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 521,343 shares
    Change vs previous 13F +31,930 shares

    0.03% of the 13F portfolio, value $16,172,074.

    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 489,413 shares
    Change vs previous 13F -2,863 shares

    0.03% of the 13F portfolio, value $13,400,133.

    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 492,276 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,881,503.

    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).