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Kestra Advisory Services, LLC: IGV position timeline

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

Kestra Advisory Services, LLC held 125,513 IGV 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 125,513 shares
    Change vs previous 13F +7,206 shares

    0.03% of the 13F portfolio, value $11,371,502.

    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: 35,536 shares
    • Kestra Advisory Services, LLC: 89,977 shares

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

  2. period ended2026-03-31
    13F 118,307 shares
    Change vs previous 13F +43,912 shares

    0.03% of the 13F portfolio, value $9,470,444.

    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: 28,165 shares
    • Kestra Advisory Services, LLC: 90,142 shares

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

  3. period ended2025-12-31
    13F 74,395 shares
    Change vs previous 13F +5,034 shares

    0.02% of the 13F portfolio, value $7,862,800.

    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: 22,544 shares
    • Kestra Advisory Services, LLC: 51,851 shares

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

  4. period ended2025-09-30
    13F 69,361 shares
    Change vs previous 13F +4,249 shares

    0.03% of the 13F portfolio, value $7,977,163.

    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: 21,333 shares
    • Kestra Advisory Services, LLC: 48,028 shares

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

  5. period ended2025-06-30
    13F 65,112 shares
    Change vs previous 13F +20,085 shares

    0.03% of the 13F portfolio, value $7,129,806.

    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: 20,188 shares
    • Kestra Advisory Services, LLC: 44,924 shares

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

  6. period ended2025-03-31
    13F/A 45,027 shares
    Change vs previous 13F -9,238 shares

    0.02% of the 13F portfolio, value $4,006,953.

    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: 18,713 shares
    • Kestra Advisory Services, LLC: 26,314 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 54,265 shares
    Change vs previous 13F +23,546 shares

    0.02% of the 13F portfolio, value $5,433,012.

    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: 18,034 shares
    • Kestra Advisory Services, LLC: 35,893 shares
    • Kestra Investment Management, LLC: 338 shares

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

  8. period ended2024-09-30
    13F 30,719 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,745,367.

    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: 14,409 shares
    • Kestra Advisory Services, LLC: 16,310 shares

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