Skip to content
Disclosery

Kestra Advisory Services, LLC: IVW position timeline

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

Kestra Advisory Services, LLC held 1,168,891 IVW 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 1,168,891 shares
    Change vs previous 13F +27,647 shares

    0.36% of the 13F portfolio, value $160,757,619.

    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: 294,758 shares
    • Kestra Advisory Services, LLC: 861,433 shares
    • Kestra Investment Management, LLC: 12,700 shares

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

  2. period ended2026-03-31
    13F 1,141,244 shares
    Change vs previous 13F +108,213 shares

    0.32% of the 13F portfolio, value $129,086,119.

    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: 270,711 shares
    • Kestra Advisory Services, LLC: 859,413 shares
    • Kestra Investment Management, LLC: 11,120 shares

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

  3. period ended2025-12-31
    13F 1,033,031 shares
    Change vs previous 13F +93,317 shares

    0.35% of the 13F portfolio, value $127,331,350.

    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: 250,540 shares
    • Kestra Advisory Services, LLC: 775,929 shares
    • Kestra Investment Management, LLC: 6,562 shares

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

  4. period ended2025-09-30
    13F 939,714 shares
    Change vs previous 13F -5,482 shares

    0.34% of the 13F portfolio, value $113,442,240.

    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: 243,393 shares
    • Kestra Advisory Services, LLC: 689,623 shares
    • Kestra Investment Management, LLC: 6,698 shares

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

  5. period ended2025-06-30
    13F/A 945,196 shares
    Change vs previous 13F +79,491 shares

    0.34% of the 13F portfolio, value $104,066,045.

    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: 228,650 shares
    • Kestra Advisory Services, LLC: 710,137 shares
    • Kestra Investment Management, LLC: 6,409 shares

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

  6. period ended2025-03-31
    13F/A 865,705 shares
    Change vs previous 13F +30,413 shares

    0.27% of the 13F portfolio, value $80,363,395.

    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: 224,895 shares
    • Kestra Advisory Services, LLC: 634,418 shares
    • Kestra Investment Management, LLC: 6,392 shares

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

  7. period ended2024-12-31
    13F 835,292 shares
    Change vs previous 13F +78,754 shares

    0.32% of the 13F portfolio, value $84,807,155.

    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: 173,056 shares
    • Kestra Advisory Services, LLC: 658,404 shares
    • Kestra Investment Management, LLC: 3,832 shares

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

  8. period ended2024-09-30
    13F 756,538 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $72,438,515.

    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: 155,367 shares
    • Kestra Advisory Services, LLC: 598,017 shares
    • Kestra Investment Management, LLC: 3,154 shares

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