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Cetera Investment Advisers: IVV position timeline

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

Cetera Investment Advisers held 4,755,509 IVV 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 4,755,509 shares
    Change vs previous 13F +494,615 shares

    3.24% of the 13F portfolio, value $3,561,352,642.

    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 4,260,894 shares
    Change vs previous 13F +214,419 shares

    2.96% of the 13F portfolio, value $2,783,258,482.

    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 4,046,475 shares
    Change vs previous 13F +137,370 shares

    3.03% of the 13F portfolio, value $2,771,592,061.

    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 3,909,105 shares
    Change vs previous 13F +2,057,492 shares

    3.04% of the 13F portfolio, value $2,616,364,444.

    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 1,851,613 shares
    Change vs previous 13F -315,293 shares

    1.94% of the 13F portfolio, value $1,149,666,257.

    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 2,166,906 shares
    Change vs previous 13F +74,896 shares

    2.36% of the 13F portfolio, value $1,217,584,823.

    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 2,092,010 shares
    Change vs previous 13F +60,768 shares

    2.57% of the 13F portfolio, value $1,231,524,706.

    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 2,031,242 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $1,171,660,991.

    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).