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Kestra Advisory Services, LLC: ITW position timeline

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

Kestra Advisory Services, LLC held 99,702 ITW 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 99,702 shares
    Change vs previous 13F -1,278 shares

    0.07% of the 13F portfolio, value $26,966,609.

    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: 10,022 shares
    • Kestra Advisory Services, LLC: 89,680 shares

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

  2. period ended2026-03-31
    13F 100,980 shares
    Change vs previous 13F +4,341 shares

    0.08% of the 13F portfolio, value $26,284,211.

    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: 10,432 shares
    • Kestra Advisory Services, LLC: 90,548 shares

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

  3. period ended2025-12-31
    13F 96,639 shares
    Change vs previous 13F +1,499 shares

    0.07% of the 13F portfolio, value $23,802,240.

    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: 10,615 shares
    • Kestra Advisory Services, LLC: 86,024 shares

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

  4. period ended2025-09-30
    13F 95,140 shares
    Change vs previous 13F +18,416 shares

    0.08% of the 13F portfolio, value $24,808,575.

    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: 12,197 shares
    • Kestra Advisory Services, LLC: 82,943 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 76,724 shares
    Change vs previous 13F +3,018 shares

    0.06% of the 13F portfolio, value $18,969,970.

    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: 12,044 shares
    • Kestra Advisory Services, LLC: 63,103 shares
    • Kestra Investment Management, LLC: 1,577 shares

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

  6. period ended2025-03-31
    13F/A 73,706 shares
    Change vs previous 13F -3,316 shares

    0.06% of the 13F portfolio, value $18,279,826.

    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: 10,131 shares
    • Kestra Advisory Services, LLC: 61,953 shares
    • Kestra Investment Management, LLC: 1,622 shares

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

  7. period ended2024-12-31
    13F 77,022 shares
    Change vs previous 13F +2,119 shares

    0.07% of the 13F portfolio, value $19,626,545.

    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: 10,475 shares
    • Kestra Advisory Services, LLC: 64,565 shares
    • Kestra Investment Management, LLC: 1,982 shares

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

  8. period ended2024-09-30
    13F 74,903 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,629,795.

    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: 9,169 shares
    • Kestra Advisory Services, LLC: 63,690 shares
    • Kestra Investment Management, LLC: 2,044 shares

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