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Kestra Advisory Services, LLC: IVE position timeline

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

Kestra Advisory Services, LLC held 799,413 IVE 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 799,413 shares
    Change vs previous 13F -208,597 shares

    0.4% of the 13F portfolio, value $181,514,684.

    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: 107,135 shares
    • Kestra Advisory Services, LLC: 376,285 shares
    • Kestra Investment Management, LLC: 315,993 shares

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

  2. period ended2026-03-31
    13F 1,008,010 shares
    Change vs previous 13F +296,089 shares

    0.53% of the 13F portfolio, value $212,841,372.

    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: 101,103 shares
    • Kestra Advisory Services, LLC: 386,520 shares
    • Kestra Investment Management, LLC: 520,387 shares

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

  3. period ended2025-12-31
    13F 711,921 shares
    Change vs previous 13F +47,830 shares

    0.42% of the 13F portfolio, value $150,977,100.

    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: 96,200 shares
    • Kestra Advisory Services, LLC: 350,736 shares
    • Kestra Investment Management, LLC: 264,985 shares

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

  4. period ended2025-09-30
    13F 664,091 shares
    Change vs previous 13F +11,053 shares

    0.41% of the 13F portfolio, value $137,141,450.

    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: 78,580 shares
    • Kestra Advisory Services, LLC: 343,373 shares
    • Kestra Investment Management, LLC: 242,138 shares

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

  5. period ended2025-06-30
    13F/A 653,038 shares
    Change vs previous 13F +88,802 shares

    0.42% of the 13F portfolio, value $127,616,575.

    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: 74,845 shares
    • Kestra Advisory Services, LLC: 349,692 shares
    • Kestra Investment Management, LLC: 228,501 shares

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

  6. period ended2025-03-31
    13F/A 564,236 shares
    Change vs previous 13F -38,918 shares

    0.36% of the 13F portfolio, value $107,532,097.

    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: 82,684 shares
    • Kestra Advisory Services, LLC: 405,618 shares
    • Kestra Investment Management, LLC: 75,934 shares

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

  7. period ended2024-12-31
    13F 603,154 shares
    Change vs previous 13F -64,773 shares

    0.43% of the 13F portfolio, value $115,130,144.

    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: 59,175 shares
    • Kestra Advisory Services, LLC: 401,937 shares
    • Kestra Investment Management, LLC: 142,042 shares

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

  8. period ended2024-09-30
    13F 667,927 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $131,782,262.

    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: 61,512 shares
    • Kestra Advisory Services, LLC: 483,924 shares
    • Kestra Investment Management, LLC: 122,491 shares

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