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Kestra Advisory Services, LLC: IUSG position timeline

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

Kestra Advisory Services, LLC held 1,584,895 IUSG 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 1,584,895 shares
    Change vs previous 13F +167,997 shares

    0.57% of the 13F portfolio, value $256,932,170.

    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: 66,605 shares
    • Kestra Advisory Services, LLC: 195,323 shares
    • Kestra Investment Management, LLC: 1,322,967 shares

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

  2. period ended2026-03-31
    13F 1,416,898 shares
    Change vs previous 13F -4,125 shares

    0.55% of the 13F portfolio, value $219,774,982.

    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: 68,225 shares
    • Kestra Advisory Services, LLC: 214,860 shares
    • Kestra Investment Management, LLC: 1,133,813 shares

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

  3. period ended2025-12-31
    13F 1,421,023 shares
    Change vs previous 13F +353,901 shares

    0.66% of the 13F portfolio, value $238,646,470.

    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: 65,209 shares
    • Kestra Advisory Services, LLC: 224,006 shares
    • Kestra Investment Management, LLC: 1,131,808 shares

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

  4. period ended2025-09-30
    13F 1,067,122 shares
    Change vs previous 13F +86,208 shares

    0.53% of the 13F portfolio, value $175,584,116.

    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: 60,850 shares
    • Kestra Advisory Services, LLC: 200,947 shares
    • Kestra Investment Management, LLC: 805,325 shares

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

  5. period ended2025-06-30
    13F/A 980,914 shares
    Change vs previous 13F -123,956 shares

    0.48% of the 13F portfolio, value $147,529,466.

    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: 66,989 shares
    • Kestra Advisory Services, LLC: 172,260 shares
    • Kestra Investment Management, LLC: 741,665 shares

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

  6. period ended2025-03-31
    13F/A 1,104,870 shares
    Change vs previous 13F -24,437 shares

    0.47% of the 13F portfolio, value $140,406,880.

    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: 68,121 shares
    • Kestra Advisory Services, LLC: 167,054 shares
    • Kestra Investment Management, LLC: 869,695 shares

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

  7. period ended2024-12-31
    13F 1,129,307 shares
    Change vs previous 13F +112,062 shares

    0.59% of the 13F portfolio, value $157,369,006.

    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: 68,367 shares
    • Kestra Advisory Services, LLC: 186,252 shares
    • Kestra Investment Management, LLC: 874,688 shares

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

  8. period ended2024-09-30
    13F 1,017,245 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $134,184,741.

    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: 53,226 shares
    • Kestra Advisory Services, LLC: 123,024 shares
    • Kestra Investment Management, LLC: 840,995 shares

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