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Cetera Investment Advisers: IVW position timeline

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

Cetera Investment Advisers held 4,789,797 IVW 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 4,789,797 shares
    Change vs previous 13F +35,180 shares

    0.6% of the 13F portfolio, value $658,740,830.

    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 4,754,617 shares
    Change vs previous 13F +245,310 shares

    0.57% of the 13F portfolio, value $537,794,688.

    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 4,509,307 shares
    Change vs previous 13F +146,739 shares

    0.61% of the 13F portfolio, value $555,817,058.

    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 4,362,568 shares
    Change vs previous 13F +1,077,212 shares

    0.61% of the 13F portfolio, value $526,649,317.

    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 3,285,356 shares
    Change vs previous 13F -180,431 shares

    0.61% of the 13F portfolio, value $361,717,735.

    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 3,465,787 shares
    Change vs previous 13F +253,383 shares

    0.62% of the 13F portfolio, value $321,728,946.

    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 3,212,404 shares
    Change vs previous 13F +33,861 shares

    0.68% of the 13F portfolio, value $326,155,428.

    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 3,178,543 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $304,345,460.

    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).