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Cetera Investment Advisers: IUSB position timeline

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

Cetera Investment Advisers held 13,337,519 IUSB 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 13,337,519 shares
    Change vs previous 13F +3,294,506 shares

    0.56% of the 13F portfolio, value $615,526,508.

    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 10,043,013 shares
    Change vs previous 13F +520,120 shares

    0.49% of the 13F portfolio, value $463,886,778.

    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 9,522,893 shares
    Change vs previous 13F +439,306 shares

    0.48% of the 13F portfolio, value $443,195,431.

    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 9,083,587 shares
    Change vs previous 13F +376,849 shares

    0.49% of the 13F portfolio, value $424,294,387.

    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 8,706,738 shares
    Change vs previous 13F -771,085 shares

    0.68% of the 13F portfolio, value $402,512,486.

    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 9,477,823 shares
    Change vs previous 13F -959,305 shares

    0.85% of the 13F portfolio, value $436,738,044.

    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 10,437,128 shares
    Change vs previous 13F -335,179 shares

    0.99% of the 13F portfolio, value $471,758,203.

    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 10,772,307 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $507,591,104.

    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).