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Kestra Advisory Services, LLC: IVOV position timeline

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

Kestra Advisory Services, LLC held 39,722 IVOV 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 39,722 shares
    Change vs previous 13F -36,318 shares

    0.01% of the 13F portfolio, value $4,531,105.

    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 76,040 shares
    Change vs previous 13F +1,572 shares

    0.03% of the 13F portfolio, value $7,752,307.

    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 74,468 shares
    Change vs previous 13F +2,232 shares

    0.03% of the 13F portfolio, value $7,521,966.

    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 72,236 shares
    Change vs previous 13F -1,281 shares

    0.03% of the 13F portfolio, value $7,279,267.

    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 73,517 shares
    Change vs previous 13F +3,001 shares

    0.03% of the 13F portfolio, value $7,018,675.

    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 70,516 shares
    Change vs previous 13F -622 shares

    0.03% of the 13F portfolio, value $6,490,497.

    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 71,138 shares
    Change vs previous 13F -1,698 shares

    0.04% of the 13F portfolio, value $6,797,677.

    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 72,836 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,972,628.

    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).