Skip to content

Cetera Investment Advisers: IWV position timeline

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

Cetera Investment Advisers held 148,874 IWV 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 148,874 shares
    Change vs previous 13F -368 shares

    0.06% of the 13F portfolio, value $63,479,946.

    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 149,242 shares
    Change vs previous 13F -4,744 shares

    0.06% of the 13F portfolio, value $55,321,076.

    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 153,986 shares
    Change vs previous 13F -7,297 shares

    0.07% of the 13F portfolio, value $59,569,667.

    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 161,283 shares
    Change vs previous 13F +65,185 shares

    0.07% of the 13F portfolio, value $61,116,713.

    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 96,098 shares
    Change vs previous 13F +1,528 shares

    0.06% of the 13F portfolio, value $33,730,054.

    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 94,570 shares
    Change vs previous 13F +6,118 shares

    0.06% of the 13F portfolio, value $30,039,012.

    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 88,452 shares
    Change vs previous 13F +24,384 shares

    0.06% of the 13F portfolio, value $29,565,046.

    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 64,068 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,932,813.

    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).