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Cetera Investment Advisers: IVT position timeline

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

Cetera Investment Advisers held 69,970 IVT 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 69,970 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $2,476,932.

    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 69,809 shares
    Change vs previous 13F +6,251 shares

    <0.01% of the 13F portfolio, value $2,126,373.

    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 63,558 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $1,792,973.

    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 63,463 shares
    Change vs previous 13F +14,230 shares

    <0.01% of the 13F portfolio, value $1,816,333.

    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 49,233 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $1,348,971.

    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 49,461 shares
    Change vs previous 13F -1,948 shares

    <0.01% of the 13F portfolio, value $1,452,677.

    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 51,409 shares
    Change vs previous 13F -5,019 shares

    <0.01% of the 13F portfolio, value $1,548,953.

    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 56,428 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,600,868.

    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).