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Cetera Investment Advisers: IVVW position timeline

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

Cetera Investment Advisers held 133,050 IVVW 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 133,050 shares
    Change vs previous 13F +16,371 shares

    0.01% of the 13F portfolio, value $5,934,047.

    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 116,679 shares
    Change vs previous 13F +30,330 shares

    0.01% of the 13F portfolio, value $5,094,195.

    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 86,349 shares
    Change vs previous 13F +6,018 shares

    <0.01% of the 13F portfolio, value $3,931,449.

    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 80,331 shares
    Change vs previous 13F +5,713 shares

    <0.01% of the 13F portfolio, value $3,740,884.

    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 74,618 shares
    Change vs previous 13F +7,587 shares

    0.01% of the 13F portfolio, value $3,429,909.

    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 67,031 shares
    Change vs previous 13F +15,288 shares

    0.01% of the 13F portfolio, value $3,116,272.

    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 51,743 shares
    Change vs previous 13F +26,868 shares

    0.01% of the 13F portfolio, value $2,533,358.

    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 24,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,249,685.

    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).