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Cetera Investment Advisers: IIM position timeline

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

Cetera Investment Advisers held 200,092 IIM 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 200,092 shares
    Change vs previous 13F +29,698 shares

    <0.01% of the 13F portfolio, value $2,547,175.

    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 170,394 shares
    Change vs previous 13F +13,028 shares

    <0.01% of the 13F portfolio, value $2,071,993.

    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 157,366 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $1,938,750.

    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 156,155 shares
    Change vs previous 13F -2,205 shares

    <0.01% of the 13F portfolio, value $1,959,749.

    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 158,360 shares
    Change vs previous 13F +12,147 shares

    <0.01% of the 13F portfolio, value $1,843,309.

    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 146,213 shares
    Change vs previous 13F -2,535 shares

    <0.01% of the 13F portfolio, value $1,750,172.

    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 148,748 shares
    Change vs previous 13F +3,527 shares

    <0.01% of the 13F portfolio, value $1,768,618.

    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 145,221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,870,444.

    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).