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Cetera Investment Advisers: IEI position timeline

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

Cetera Investment Advisers held 885,965 IEI 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 885,965 shares
    Change vs previous 13F -11,349 shares

    0.09% of the 13F portfolio, value $104,056,599.

    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 897,314 shares
    Change vs previous 13F +96,515 shares

    0.11% of the 13F portfolio, value $106,421,413.

    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 800,799 shares
    Change vs previous 13F +38,469 shares

    0.1% of the 13F portfolio, value $95,575,292.

    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 762,330 shares
    Change vs previous 13F +116,550 shares

    0.11% of the 13F portfolio, value $91,106,160.

    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 645,780 shares
    Change vs previous 13F +100,552 shares

    0.13% of the 13F portfolio, value $76,905,925.

    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 545,228 shares
    Change vs previous 13F +167,318 shares

    0.12% of the 13F portfolio, value $64,410,438.

    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 377,910 shares
    Change vs previous 13F +70,760 shares

    0.09% of the 13F portfolio, value $43,667,554.

    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 307,150 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,736,676.

    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).