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Kestra Advisory Services, LLC: IVV position timeline

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

Kestra Advisory Services, LLC held 898,548 IVV 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 898,548 shares
    Change vs previous 13F +17,287 shares

    1.49% of the 13F portfolio, value $672,914,139.

    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: 115,097 shares
    • Kestra Advisory Services, LLC: 773,614 shares
    • Kestra Investment Management, LLC: 9,837 shares

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

  2. period ended2026-03-31
    13F 881,261 shares
    Change vs previous 13F +74,214 shares

    1.43% of the 13F portfolio, value $575,649,197.

    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: 118,547 shares
    • Kestra Advisory Services, LLC: 755,209 shares
    • Kestra Investment Management, LLC: 7,505 shares

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

  3. period ended2025-12-31
    13F 807,047 shares
    Change vs previous 13F +34,924 shares

    1.52% of the 13F portfolio, value $552,778,658.

    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: 105,833 shares
    • Kestra Advisory Services, LLC: 694,671 shares
    • Kestra Investment Management, LLC: 6,543 shares

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

  4. period ended2025-09-30
    13F 772,123 shares
    Change vs previous 13F -87,083 shares

    1.56% of the 13F portfolio, value $516,782,292.

    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: 104,718 shares
    • Kestra Advisory Services, LLC: 660,367 shares
    • Kestra Investment Management, LLC: 7,038 shares

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

  5. period ended2025-06-30
    13F/A 859,206 shares
    Change vs previous 13F +132,087 shares

    1.74% of the 13F portfolio, value $533,481,052.

    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: 119,894 shares
    • Kestra Advisory Services, LLC: 733,125 shares
    • Kestra Investment Management, LLC: 6,187 shares

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

  6. period ended2025-03-31
    13F/A 727,119 shares
    Change vs previous 13F -44,460 shares

    1.37% of the 13F portfolio, value $408,568,166.

    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: 92,677 shares
    • Kestra Advisory Services, LLC: 628,358 shares
    • Kestra Investment Management, LLC: 6,084 shares

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

  7. period ended2024-12-31
    13F 771,579 shares
    Change vs previous 13F +75,942 shares

    1.7% of the 13F portfolio, value $454,212,503.

    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: 90,800 shares
    • Kestra Advisory Services, LLC: 677,332 shares
    • Kestra Investment Management, LLC: 3,447 shares

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

  8. period ended2024-09-30
    13F 695,637 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $401,257,554.

    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: 83,468 shares
    • Kestra Advisory Services, LLC: 609,816 shares
    • Kestra Investment Management, LLC: 2,353 shares

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