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Kestra Advisory Services, LLC: IOVA position timeline

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

Kestra Advisory Services, LLC held 33,667 IOVA 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 33,667 shares
    Change vs previous 13F -1,224 shares

    <0.01% of the 13F portfolio, value $140,055.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 34,891 shares
    Change vs previous 13F +24,700 shares

    <0.01% of the 13F portfolio, value $122,467.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 10,191 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $27,821.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 12,191 shares
    Change vs previous 13F -21,000 shares

    <0.01% of the 13F portfolio, value $26,454.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F/A 33,191 shares
    Change vs previous 13F +16,774 shares

    <0.01% of the 13F portfolio, value $57,089.

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

    • Kestra Advisory Services, LLC: 33,191 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 16,417 shares
    Change vs previous 13F -30,724 shares

    <0.01% of the 13F portfolio, value $54,669.

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

    • Kestra Advisory Services, LLC: 16,276 shares
    • Kestra Investment Management, LLC: 141 shares

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

  7. period ended2024-12-31
    13F 47,141 shares
    Change vs previous 13F +36,196 shares

    <0.01% of the 13F portfolio, value $348,843.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 10,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,774.

    13F-HR 0001830819-24-000009 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).