Skip to content

Cetera Investment Advisers: IWB position timeline

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

Cetera Investment Advisers held 381,177 IWB 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 381,177 shares
    Change vs previous 13F +20,096 shares

    0.14% of the 13F portfolio, value $156,091,819.

    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 361,081 shares
    Change vs previous 13F +8,550 shares

    0.14% of the 13F portfolio, value $128,747,062.

    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 352,531 shares
    Change vs previous 13F +27,601 shares

    0.14% of the 13F portfolio, value $131,649,437.

    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 324,930 shares
    Change vs previous 13F +56,224 shares

    0.14% of the 13F portfolio, value $118,755,528.

    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 268,706 shares
    Change vs previous 13F -9,634 shares

    0.15% of the 13F portfolio, value $91,244,628.

    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 278,340 shares
    Change vs previous 13F +1,135 shares

    0.17% of the 13F portfolio, value $85,378,086.

    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 277,205 shares
    Change vs previous 13F +15,227 shares

    0.19% of the 13F portfolio, value $89,304,336.

    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 261,978 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $82,363,162.

    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).