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Kestra Advisory Services, LLC: IUSV position timeline

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

Kestra Advisory Services, LLC held 4,888,909 IUSV 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 4,888,909 shares
    Change vs previous 13F +503,050 shares

    1.19% of the 13F portfolio, value $538,513,299.

    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: 237,417 shares
    • Kestra Advisory Services, LLC: 187,372 shares
    • Kestra Investment Management, LLC: 4,464,120 shares

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

  2. period ended2026-03-31
    13F 4,385,859 shares
    Change vs previous 13F +104,026 shares

    1.11% of the 13F portfolio, value $448,454,141.

    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: 286,084 shares
    • Kestra Advisory Services, LLC: 206,404 shares
    • Kestra Investment Management, LLC: 3,893,371 shares

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

  3. period ended2025-12-31
    13F 4,281,833 shares
    Change vs previous 13F +427,982 shares

    1.21% of the 13F portfolio, value $439,059,157.

    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: 340,869 shares
    • Kestra Advisory Services, LLC: 168,795 shares
    • Kestra Investment Management, LLC: 3,772,169 shares

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

  4. period ended2025-09-30
    13F 3,853,851 shares
    Change vs previous 13F +342,341 shares

    1.16% of the 13F portfolio, value $385,192,456.

    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: 352,058 shares
    • Kestra Advisory Services, LLC: 130,862 shares
    • Kestra Investment Management, LLC: 3,370,931 shares

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

  5. period ended2025-06-30
    13F/A 3,511,510 shares
    Change vs previous 13F +270,275 shares

    1.08% of the 13F portfolio, value $332,294,176.

    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: 358,170 shares
    • Kestra Advisory Services, LLC: 116,496 shares
    • Kestra Investment Management, LLC: 3,036,844 shares

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

  6. period ended2025-03-31
    13F/A 3,241,235 shares
    Change vs previous 13F +176,993 shares

    1% of the 13F portfolio, value $299,133,579.

    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: 361,727 shares
    • Kestra Advisory Services, LLC: 111,958 shares
    • Kestra Investment Management, LLC: 2,767,550 shares

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

  7. period ended2024-12-31
    13F 3,064,242 shares
    Change vs previous 13F +420,546 shares

    1.06% of the 13F portfolio, value $283,718,169.

    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: 358,643 shares
    • Kestra Advisory Services, LLC: 119,210 shares
    • Kestra Investment Management, LLC: 2,586,389 shares

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

  8. period ended2024-09-30
    13F 2,643,696 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $252,446,504.

    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: 198,044 shares
    • Kestra Advisory Services, LLC: 124,264 shares
    • Kestra Investment Management, LLC: 2,321,388 shares

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