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
- period ended2026-06-3013F 148,874 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 149,242 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 153,986 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 161,283 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 96,098 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 94,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 88,452 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 64,068 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).