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Cetera Investment Advisers: IWD position timeline

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

Cetera Investment Advisers held 1,245,656 IWD 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 1,245,656 shares
    Change vs previous 13F +15,983 shares

    0.28% of the 13F portfolio, value $301,984,448.

    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 1,229,673 shares
    Change vs previous 13F -65,902 shares

    0.28% of the 13F portfolio, value $262,744,180.

    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 1,295,575 shares
    Change vs previous 13F -16,345 shares

    0.3% of the 13F portfolio, value $272,510,987.

    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 1,311,920 shares
    Change vs previous 13F +169,910 shares

    0.31% of the 13F portfolio, value $267,093,840.

    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 1,142,010 shares
    Change vs previous 13F -39,832 shares

    0.37% of the 13F portfolio, value $221,812,651.

    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 1,181,842 shares
    Change vs previous 13F -49,274 shares

    0.43% of the 13F portfolio, value $222,375,530.

    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 1,231,116 shares
    Change vs previous 13F +127,497 shares

    0.48% of the 13F portfolio, value $227,916,543.

    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 1,103,619 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $209,466,968.

    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).