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Kestra Advisory Services, LLC: IWB position timeline

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

Kestra Advisory Services, LLC held 87,154 IWB 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 87,154 shares
    Change vs previous 13F -386 shares

    0.09% of the 13F portfolio, value $35,689,716.

    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: 3,172 shares
    • Kestra Advisory Services, LLC: 83,982 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 87,540 shares
    Change vs previous 13F -15,140 shares

    0.08% of the 13F portfolio, value $31,213,535.

    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: 4,814 shares
    • Kestra Advisory Services, LLC: 81,829 shares
    • Kestra Investment Management, LLC: 897 shares

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

  3. period ended2025-12-31
    13F 102,680 shares
    Change vs previous 13F +11,301 shares

    0.11% of the 13F portfolio, value $38,344,831.

    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: 7,904 shares
    • Kestra Advisory Services, LLC: 93,896 shares
    • Kestra Investment Management, LLC: 880 shares

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

  4. period ended2025-09-30
    13F 91,379 shares
    Change vs previous 13F +3,887 shares

    0.11% of the 13F portfolio, value $33,397,031.

    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: 3,798 shares
    • Kestra Advisory Services, LLC: 87,581 shares

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

  5. period ended2025-06-30
    13F 87,492 shares
    Change vs previous 13F -332 shares

    0.11% of the 13F portfolio, value $29,709,795.

    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: 3,738 shares
    • Kestra Advisory Services, LLC: 83,754 shares

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

  6. period ended2025-03-31
    13F/A 87,824 shares
    Change vs previous 13F -6,328 shares

    0.1% of the 13F portfolio, value $26,939,134.

    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: 3,598 shares
    • Kestra Advisory Services, LLC: 84,226 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 94,152 shares
    Change vs previous 13F +6,896 shares

    0.11% of the 13F portfolio, value $30,332,024.

    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: 5,813 shares
    • Kestra Advisory Services, LLC: 88,217 shares
    • Kestra Investment Management, LLC: 122 shares

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

  8. period ended2024-09-30
    13F 87,256 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $27,432,417.

    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: 3,534 shares
    • Kestra Advisory Services, LLC: 83,722 shares

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