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Kestra Advisory Services, LLC: IFV position timeline

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

Kestra Advisory Services, LLC held 39,650 IFV 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 39,650 shares
    Change vs previous 13F -2,443 shares

    <0.01% of the 13F portfolio, value $1,067,874.

    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: 18,246 shares
    • Kestra Advisory Services, LLC: 21,404 shares

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

  2. period ended2026-03-31
    13F 42,093 shares
    Change vs previous 13F +3,008 shares

    <0.01% of the 13F portfolio, value $1,063,703.

    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: 18,858 shares
    • Kestra Advisory Services, LLC: 23,235 shares

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

  3. period ended2025-12-31
    13F 39,085 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $970,486.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,237 shares
    • Kestra Advisory Services, LLC: 18,848 shares

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

  4. period ended2025-09-30
    13F 39,434 shares
    Change vs previous 13F -8,668 shares

    <0.01% of the 13F portfolio, value $965,383.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,219 shares
    • Kestra Advisory Services, LLC: 19,215 shares

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

  5. period ended2025-06-30
    13F 48,102 shares
    Change vs previous 13F -1,140 shares

    <0.01% of the 13F portfolio, value $1,102,506.

    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: 22,338 shares
    • Kestra Advisory Services, LLC: 25,764 shares

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

  6. period ended2025-03-31
    13F 49,242 shares
    Change vs previous 13F -6,872 shares

    <0.01% of the 13F portfolio, value $984,840.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,531 shares
    • Kestra Advisory Services, LLC: 25,711 shares

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

  7. period ended2024-12-31
    13F 56,114 shares
    Change vs previous 13F -767 shares

    <0.01% of the 13F portfolio, value $1,075,706.

    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: 23,809 shares
    • Kestra Advisory Services, LLC: 32,305 shares

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

  8. period ended2024-09-30
    13F 56,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,196,921.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,769 shares
    • Kestra Advisory Services, LLC: 28,112 shares

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