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Kestra Advisory Services, LLC: ICOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ICOW, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 107,545 ICOW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,545 shares
    Change vs previous 13F +1,058 shares

    0.01% of the 13F portfolio, value $4,477,070.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,235 shares
    • Kestra Advisory Services, LLC: 86,310 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 106,487 shares
    Change vs previous 13F +11,346 shares

    0.01% of the 13F portfolio, value $4,519,287.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,644 shares
    • Kestra Advisory Services, LLC: 86,843 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,141 shares
    Change vs previous 13F +8,991 shares

    0.01% of the 13F portfolio, value $3,680,047.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,023 shares
    • Kestra Advisory Services, LLC: 77,118 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,150 shares
    Change vs previous 13F +7,183 shares

    0.01% of the 13F portfolio, value $3,137,604.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,618 shares
    • Kestra Advisory Services, LLC: 65,532 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,967 shares
    Change vs previous 13F -39,217 shares

    0.01% of the 13F portfolio, value $2,687,239.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,245 shares
    • Kestra Advisory Services, LLC: 67,722 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 118,184 shares
    Change vs previous 13F +1,899 shares

    0.02% of the 13F portfolio, value $3,712,159.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    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 116,285 shares
    Change vs previous 13F -18,781 shares

    0.02% of the 13F portfolio, value $3,394,359.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 116,285 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,066 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,272,139.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,662 shares
    • Kestra Advisory Services, LLC: 127,404 shares

    Acceptance time not in the bulk data set (spec §4.2).