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Kestra Advisory Services, LLC: IVOG position timeline

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

Kestra Advisory Services, LLC held 33,838 IVOG 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 33,838 shares
    Change vs previous 13F -30,564 shares

    0.02% of the 13F portfolio, value $4,950,567.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 64,402 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $8,052,159.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 63,772 shares
    Change vs previous 13F +1,497 shares

    0.03% of the 13F portfolio, value $7,665,402.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 62,275 shares
    Change vs previous 13F -2,241 shares

    0.03% of the 13F portfolio, value $7,440,482.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 64,516 shares
    Change vs previous 13F +2,547 shares

    0.04% of the 13F portfolio, value $7,292,197.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 61,969 shares
    Change vs previous 13F +562 shares

    0.03% of the 13F portfolio, value $6,393,342.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 61,407 shares
    Change vs previous 13F -1,492 shares

    0.04% of the 13F portfolio, value $6,919,955.

    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 62,899 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,210,107.

    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).