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Cetera Investment Advisers: IVLU position timeline

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

Cetera Investment Advisers held 468,820 IVLU 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 468,820 shares
    Change vs previous 13F +215,046 shares

    0.02% of the 13F portfolio, value $19,606,051.

    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 253,774 shares
    Change vs previous 13F +15,004 shares

    0.01% of the 13F portfolio, value $10,069,747.

    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 238,770 shares
    Change vs previous 13F +36,415 shares

    0.01% of the 13F portfolio, value $9,085,178.

    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 202,355 shares
    Change vs previous 13F +64,011 shares

    0.01% of the 13F portfolio, value $7,179,589.

    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 138,344 shares
    Change vs previous 13F +1,152 shares

    0.01% of the 13F portfolio, value $4,550,132.

    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 137,192 shares
    Change vs previous 13F -1,904 shares

    0.01% of the 13F portfolio, value $4,158,289.

    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 139,096 shares
    Change vs previous 13F -39,557 shares

    0.01% of the 13F portfolio, value $3,770,903.

    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 178,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,275,613.

    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).