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Cetera Investment Advisers: IWO position timeline

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

Cetera Investment Advisers held 232,731 IWO 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 232,731 shares
    Change vs previous 13F +2,464 shares

    0.08% of the 13F portfolio, value $91,686,472.

    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 230,267 shares
    Change vs previous 13F -12,130 shares

    0.08% of the 13F portfolio, value $72,259,971.

    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 242,397 shares
    Change vs previous 13F -5,432 shares

    0.09% of the 13F portfolio, value $78,296,787.

    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 247,829 shares
    Change vs previous 13F -11,773 shares

    0.09% of the 13F portfolio, value $79,315,325.

    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 259,602 shares
    Change vs previous 13F -15,325 shares

    0.13% of the 13F portfolio, value $74,209,615.

    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 274,927 shares
    Change vs previous 13F -5,863 shares

    0.14% of the 13F portfolio, value $70,252,202.

    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 280,790 shares
    Change vs previous 13F +4,277 shares

    0.17% of the 13F portfolio, value $80,817,041.

    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 276,513 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $78,529,738.

    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).