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Kestra Advisory Services, LLC: IUSB position timeline

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

Kestra Advisory Services, LLC held 6,754,224 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,754,224 shares
    Change vs previous 13F -2,235,317 shares

    0.69% of the 13F portfolio, value $311,707,430.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,964 shares
    • Kestra Advisory Services, LLC: 1,354,854 shares
    • Kestra Investment Management, LLC: 5,336,406 shares

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

  2. period ended2026-03-31
    13F 8,989,541 shares
    Change vs previous 13F +3,015,262 shares

    1.03% of the 13F portfolio, value $415,226,904.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,787 shares
    • Kestra Advisory Services, LLC: 1,281,107 shares
    • Kestra Investment Management, LLC: 7,645,647 shares

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

  3. period ended2025-12-31
    13F 5,974,279 shares
    Change vs previous 13F +483,020 shares

    0.76% of the 13F portfolio, value $278,042,975.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,690 shares
    • Kestra Advisory Services, LLC: 1,318,414 shares
    • Kestra Investment Management, LLC: 4,604,175 shares

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

  4. period ended2025-09-30
    13F 5,491,259 shares
    Change vs previous 13F +402,859 shares

    0.77% of the 13F portfolio, value $256,496,694.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,455 shares
    • Kestra Advisory Services, LLC: 1,225,114 shares
    • Kestra Investment Management, LLC: 4,222,690 shares

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

  5. period ended2025-06-30
    13F/A 5,088,400 shares
    Change vs previous 13F -448,571 shares

    0.77% of the 13F portfolio, value $235,236,725.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,523 shares
    • Kestra Advisory Services, LLC: 1,292,860 shares
    • Kestra Investment Management, LLC: 3,752,017 shares

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

  6. period ended2025-03-31
    13F/A 5,536,971 shares
    Change vs previous 13F +631,611 shares

    0.85% of the 13F portfolio, value $255,143,624.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,894 shares
    • Kestra Advisory Services, LLC: 1,335,826 shares
    • Kestra Investment Management, LLC: 4,135,251 shares

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

  7. period ended2024-12-31
    13F 4,905,360 shares
    Change vs previous 13F -507,308 shares

    0.83% of the 13F portfolio, value $221,722,245.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 67,139 shares
    • Kestra Advisory Services, LLC: 684,695 shares
    • Kestra Investment Management, LLC: 4,153,526 shares

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

  8. period ended2024-09-30
    13F 5,412,668 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $255,044,911.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,669 shares
    • Kestra Advisory Services, LLC: 727,412 shares
    • Kestra Investment Management, LLC: 4,620,587 shares

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