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Kestra Advisory Services, LLC: IWD position timeline

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

Kestra Advisory Services, LLC held 421,361 IWD 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 421,361 shares
    Change vs previous 13F +17,599 shares

    0.23% of the 13F portfolio, value $102,150,722.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 229,113 shares
    • Kestra Advisory Services, LLC: 184,219 shares
    • Kestra Investment Management, LLC: 8,029 shares

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

  2. period ended2026-03-31
    13F 403,762 shares
    Change vs previous 13F +31,054 shares

    0.21% of the 13F portfolio, value $86,271,816.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 219,860 shares
    • Kestra Advisory Services, LLC: 179,305 shares
    • Kestra Investment Management, LLC: 4,597 shares

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

  3. period ended2025-12-31
    13F 372,708 shares
    Change vs previous 13F +53,996 shares

    0.22% of the 13F portfolio, value $78,395,500.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 189,623 shares
    • Kestra Advisory Services, LLC: 180,546 shares
    • Kestra Investment Management, LLC: 2,539 shares

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

  4. period ended2025-09-30
    13F 318,712 shares
    Change vs previous 13F +387 shares

    0.2% of the 13F portfolio, value $64,886,513.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 166,559 shares
    • Kestra Advisory Services, LLC: 151,075 shares
    • Kestra Investment Management, LLC: 1,078 shares

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

  5. period ended2025-06-30
    13F/A 318,325 shares
    Change vs previous 13F +66,360 shares

    0.2% of the 13F portfolio, value $61,828,414.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 165,245 shares
    • Kestra Advisory Services, LLC: 150,301 shares
    • Kestra Investment Management, LLC: 2,779 shares

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

  6. period ended2025-03-31
    13F/A 251,965 shares
    Change vs previous 13F -54,354 shares

    0.16% of the 13F portfolio, value $47,409,735.

    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: 79,351 shares
    • Kestra Advisory Services, LLC: 170,436 shares
    • Kestra Investment Management, LLC: 2,178 shares

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

  7. period ended2024-12-31
    13F 306,319 shares
    Change vs previous 13F +28,798 shares

    0.21% of the 13F portfolio, value $56,708,838.

    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: 90,994 shares
    • Kestra Advisory Services, LLC: 215,298 shares
    • Kestra Investment Management, LLC: 27 shares

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

  8. period ended2024-09-30
    13F 277,521 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $52,673,456.

    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: 70,023 shares
    • Kestra Advisory Services, LLC: 207,498 shares

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