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Kestra Advisory Services, LLC: IVOO position timeline

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

Kestra Advisory Services, LLC held 48,593 IVOO 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 48,593 shares
    Change vs previous 13F -6,527 shares

    0.02% of the 13F portfolio, value $6,336,583.

    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 55,120 shares
    Change vs previous 13F +5,043 shares

    0.02% of the 13F portfolio, value $6,301,360.

    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 50,077 shares
    Change vs previous 13F +9,793 shares

    0.02% of the 13F portfolio, value $5,598,577.

    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 40,284 shares
    Change vs previous 13F -1,476 shares

    0.02% of the 13F portfolio, value $4,446,526.

    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 41,760 shares
    Change vs previous 13F +3,909 shares

    0.02% of the 13F portfolio, value $4,383,917.

    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 37,851 shares
    Change vs previous 13F +11,120 shares

    0.02% of the 13F portfolio, value $3,735,894.

    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 26,731 shares
    Change vs previous 13F +5,963 shares

    0.02% of the 13F portfolio, value $2,820,121.

    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 20,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,193,733.

    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).