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Cetera Investment Advisers: IYZ position timeline

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

Cetera Investment Advisers held 132,366 IYZ 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 132,366 shares
    Change vs previous 13F +79,008 shares

    0.01% of the 13F portfolio, value $5,600,429.

    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 53,358 shares
    Change vs previous 13F -20,833 shares

    <0.01% of the 13F portfolio, value $2,098,022.

    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 74,191 shares
    Change vs previous 13F -21,769 shares

    <0.01% of the 13F portfolio, value $2,515,071.

    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 95,960 shares
    Change vs previous 13F -33,616 shares

    <0.01% of the 13F portfolio, value $3,095,677.

    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 129,576 shares
    Change vs previous 13F +105,794 shares

    0.01% of the 13F portfolio, value $3,858,782.

    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 23,782 shares
    Change vs previous 13F -133,588 shares

    <0.01% of the 13F portfolio, value $651,390.

    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 157,370 shares
    Change vs previous 13F +138,325 shares

    0.01% of the 13F portfolio, value $4,222,242.

    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 19,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $481,082.

    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).