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Cetera Investment Advisers: IVZ position timeline

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

Cetera Investment Advisers held 131,295 IVZ 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 131,295 shares
    Change vs previous 13F -13,960 shares

    <0.01% of the 13F portfolio, value $3,464,879.

    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 145,255 shares
    Change vs previous 13F +13,137 shares

    <0.01% of the 13F portfolio, value $3,528,247.

    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 132,118 shares
    Change vs previous 13F +6,489 shares

    <0.01% of the 13F portfolio, value $3,470,750.

    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 125,629 shares
    Change vs previous 13F +45,056 shares

    <0.01% of the 13F portfolio, value $2,881,941.

    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 80,573 shares
    Change vs previous 13F -4,661 shares

    <0.01% of the 13F portfolio, value $1,270,632.

    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 85,234 shares
    Change vs previous 13F +6,239 shares

    <0.01% of the 13F portfolio, value $1,292,999.

    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 78,995 shares
    Change vs previous 13F -6,032 shares

    <0.01% of the 13F portfolio, value $1,380,830.

    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 85,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,493,082.

    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).