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Cetera Investment Advisers: IWM position timeline

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

Cetera Investment Advisers held 1,776,101 IWM 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 1,776,101 shares
    Change vs previous 13F +17,768 shares

    0.49% of the 13F portfolio, value $533,629,867.

    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 1,758,333 shares
    Change vs previous 13F +33,853 shares

    0.46% of the 13F portfolio, value $436,066,627.

    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 1,724,480 shares
    Change vs previous 13F +51,768 shares

    0.46% of the 13F portfolio, value $424,497,996.

    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 1,672,712 shares
    Change vs previous 13F +962,482 shares

    0.47% of the 13F portfolio, value $404,729,529.

    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 710,230 shares
    Change vs previous 13F +358 shares

    0.26% of the 13F portfolio, value $153,260,626.

    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 709,872 shares
    Change vs previous 13F -28,799 shares

    0.27% of the 13F portfolio, value $141,612,487.

    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 738,671 shares
    Change vs previous 13F +45,265 shares

    0.34% of the 13F portfolio, value $163,216,745.

    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 693,406 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $153,166,500.

    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).