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Cetera Investment Advisers: IVE position timeline

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

Cetera Investment Advisers held 3,065,888 IVE 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 3,065,888 shares
    Change vs previous 13F -229,242 shares

    0.63% of the 13F portfolio, value $696,140,295.

    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 3,295,130 shares
    Change vs previous 13F -114,849 shares

    0.74% of the 13F portfolio, value $695,766,688.

    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 3,409,979 shares
    Change vs previous 13F +627,109 shares

    0.79% of the 13F portfolio, value $723,154,189.

    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 2,782,870 shares
    Change vs previous 13F +669,975 shares

    0.67% of the 13F portfolio, value $574,690,675.

    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 2,112,895 shares
    Change vs previous 13F +152,851 shares

    0.7% of the 13F portfolio, value $412,901,919.

    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 1,960,044 shares
    Change vs previous 13F +328,727 shares

    0.72% of the 13F portfolio, value $373,545,218.

    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 1,631,317 shares
    Change vs previous 13F +166,023 shares

    0.65% of the 13F portfolio, value $311,385,748.

    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 1,465,294 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $288,912,058.

    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).