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Kestra Advisory Services, LLC: IVLU position timeline

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

Kestra Advisory Services, LLC held 317,791 IVLU 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 317,791 shares
    Change vs previous 13F +102,080 shares

    0.03% of the 13F portfolio, value $13,290,020.

    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: 57,393 shares
    • Kestra Advisory Services, LLC: 260,398 shares

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

  2. period ended2026-03-31
    13F 215,711 shares
    Change vs previous 13F +15,718 shares

    0.02% of the 13F portfolio, value $8,559,391.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,472 shares
    • Kestra Advisory Services, LLC: 187,239 shares

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

  3. period ended2025-12-31
    13F 199,993 shares
    Change vs previous 13F +39,131 shares

    0.02% of the 13F portfolio, value $7,609,704.

    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: 21,950 shares
    • Kestra Advisory Services, LLC: 178,043 shares

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

  4. period ended2025-09-30
    13F 160,862 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $5,707,396.

    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: 18,657 shares
    • Kestra Advisory Services, LLC: 142,205 shares

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

  5. period ended2025-06-30
    13F 160,846 shares
    Change vs previous 13F -48,321 shares

    0.02% of the 13F portfolio, value $5,290,222.

    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: 18,538 shares
    • Kestra Advisory Services, LLC: 142,308 shares

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

  6. period ended2025-03-31
    13F 209,167 shares
    Change vs previous 13F +20,534 shares

    0.02% of the 13F portfolio, value $6,339,851.

    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: 7,682 shares
    • Kestra Advisory Services, LLC: 201,485 shares

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

  7. period ended2024-12-31
    13F 188,633 shares
    Change vs previous 13F +3,173 shares

    0.03% of the 13F portfolio, value $5,113,841.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 185,460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,476,641.

    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).