Kestra Advisory Services, LLC: IVZ position timeline

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

Kestra Advisory Services, LLC held 64,220 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 64,220 shares
Change vs previous 13F -1,173 shares
<0.01% of the 13F portfolio, value $1,694,762.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,648 shares
- Kestra Advisory Services, LLC: 20,572 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 65,393 shares
Change vs previous 13F -446 shares
<0.01% of the 13F portfolio, value $1,588,393.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 43,892 shares
- Kestra Advisory Services, LLC: 21,501 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 65,839 shares
Change vs previous 13F -3,565 shares
0.01% of the 13F portfolio, value $1,729,606.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,082 shares
- Kestra Advisory Services, LLC: 21,757 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 69,404 shares
Change vs previous 13F -19,946 shares
0.01% of the 13F portfolio, value $1,592,130.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,424 shares
- Kestra Advisory Services, LLC: 20,980 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 89,350 shares
Change vs previous 13F -3,584 shares
<0.01% of the 13F portfolio, value $1,409,050.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,354 shares
- Kestra Advisory Services, LLC: 37,553 shares
- Kestra Investment Management, LLC: 3,443 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 92,934 shares
Change vs previous 13F -10,607 shares
<0.01% of the 13F portfolio, value $1,409,809.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 54,173 shares
- Kestra Advisory Services, LLC: 38,315 shares
- Kestra Investment Management, LLC: 446 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 103,541 shares
Change vs previous 13F -8,173 shares
0.01% of the 13F portfolio, value $1,809,897.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 60,098 shares
- Kestra Advisory Services, LLC: 43,443 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 111,714 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,961,693.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 61,672 shares
- Kestra Advisory Services, LLC: 50,042 shares
Acceptance time not in the bulk data set (spec §4.2).