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Kestra Advisory Services, LLC: IUS position timeline

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

Kestra Advisory Services, LLC held 242,705 IUS 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 242,705 shares
    Change vs previous 13F -27,578 shares

    0.05% of the 13F portfolio, value $15,916,621.

    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 270,283 shares
    Change vs previous 13F +16,427 shares

    0.06% of the 13F portfolio, value $15,653,126.

    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 253,856 shares
    Change vs previous 13F +4,689 shares

    0.06% of the 13F portfolio, value $14,510,526.

    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 249,167 shares
    Change vs previous 13F +28,610 shares

    0.06% of the 13F portfolio, value $13,756,533.

    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 220,557 shares
    Change vs previous 13F -31,232 shares

    0.06% of the 13F portfolio, value $11,358,699.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 251,789 shares
    Change vs previous 13F +36,780 shares

    0.06% of the 13F portfolio, value $12,428,305.

    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: 251,789 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 215,009 shares
    Change vs previous 13F +109,117 shares

    0.05% of the 13F portfolio, value $10,679,497.

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

    • Kestra Advisory Services, LLC: 214,803 shares
    • Kestra Investment Management, LLC: 206 shares

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

  8. period ended2024-09-30
    13F 105,892 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,326,368.

    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).