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Cetera Investment Advisers: IWR position timeline

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

Cetera Investment Advisers held 2,128,236 IWR 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 2,128,236 shares
    Change vs previous 13F -5,291 shares

    0.21% of the 13F portfolio, value $234,786,970.

    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 2,133,527 shares
    Change vs previous 13F -122,909 shares

    0.22% of the 13F portfolio, value $207,442,860.

    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 2,256,436 shares
    Change vs previous 13F +81,346 shares

    0.24% of the 13F portfolio, value $217,227,104.

    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 2,175,090 shares
    Change vs previous 13F +1,038,604 shares

    0.24% of the 13F portfolio, value $210,004,963.

    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 1,136,486 shares
    Change vs previous 13F +1,764 shares

    0.18% of the 13F portfolio, value $104,522,605.

    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 1,134,722 shares
    Change vs previous 13F +82,476 shares

    0.19% of the 13F portfolio, value $96,530,759.

    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 1,052,246 shares
    Change vs previous 13F -142,397 shares

    0.19% of the 13F portfolio, value $93,018,518.

    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 1,194,643 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $105,295,860.

    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).