Cetera Investment Advisers: IVES position timeline

Cetera Investment Advisers held 112,247 IVES 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 112,247 shares

   Change vs previous 13F +12,355 shares

   <0.01% of the 13F portfolio, value $4,276,591.

   13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 99,892 shares

   Change vs previous 13F -58,128 shares

   <0.01% of the 13F portfolio, value $2,833,922.

   13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 158,020 shares

   Change vs previous 13F -46,739 shares

   0.01% of the 13F portfolio, value $4,995,033.

   13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 204,759 shares

   Change vs previous 13F +126,666 shares

   0.01% of the 13F portfolio, value $6,576,859.

   13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 78,093 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,117,101.

   13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).