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Cetera Investment Advisers: ITOT position timeline

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

Cetera Investment Advisers held 822,853 ITOT 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 822,853 shares
    Change vs previous 13F +19,419 shares

    0.12% of the 13F portfolio, value $135,170,144.

    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 803,434 shares
    Change vs previous 13F +2,438 shares

    0.12% of the 13F portfolio, value $114,433,083.

    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 800,996 shares
    Change vs previous 13F -27,811 shares

    0.13% of the 13F portfolio, value $119,100,091.

    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 828,807 shares
    Change vs previous 13F +131,242 shares

    0.14% of the 13F portfolio, value $120,715,854.

    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 697,565 shares
    Change vs previous 13F +71,135 shares

    0.16% of the 13F portfolio, value $94,199,131.

    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 626,430 shares
    Change vs previous 13F +36,049 shares

    0.15% of the 13F portfolio, value $76,430,705.

    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 590,381 shares
    Change vs previous 13F -35,891 shares

    0.16% of the 13F portfolio, value $75,934,781.

    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 626,272 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $78,672,310.

    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).