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Kestra Advisory Services, LLC: IWF position timeline

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

Kestra Advisory Services, LLC held 1,376,258 IWF 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 1,376,258 shares
    Change vs previous 13F +1,051,279 shares

    0.38% of the 13F portfolio, value $170,889,888.

    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: 488,684 shares
    • Kestra Advisory Services, LLC: 876,866 shares
    • Kestra Investment Management, LLC: 10,708 shares

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

  2. period ended2026-03-31
    13F 324,979 shares
    Change vs previous 13F +17,792 shares

    0.34% of the 13F portfolio, value $138,570,975.

    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: 118,246 shares
    • Kestra Advisory Services, LLC: 205,098 shares
    • Kestra Investment Management, LLC: 1,635 shares

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

  3. period ended2025-12-31
    13F 307,187 shares
    Change vs previous 13F +35,022 shares

    0.45% of the 13F portfolio, value $145,391,597.

    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: 104,269 shares
    • Kestra Advisory Services, LLC: 202,918 shares

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

  4. period ended2025-09-30
    13F 272,165 shares
    Change vs previous 13F +18,673 shares

    0.43% of the 13F portfolio, value $127,485,212.

    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: 96,582 shares
    • Kestra Advisory Services, LLC: 175,583 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 253,492 shares
    Change vs previous 13F +7,205 shares

    0.35% of the 13F portfolio, value $107,627,687.

    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: 100,535 shares
    • Kestra Advisory Services, LLC: 151,533 shares
    • Kestra Investment Management, LLC: 1,424 shares

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

  6. period ended2025-03-31
    13F/A 246,287 shares
    Change vs previous 13F -27,607 shares

    0.3% of the 13F portfolio, value $88,931,774.

    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: 103,710 shares
    • Kestra Advisory Services, LLC: 141,118 shares
    • Kestra Investment Management, LLC: 1,459 shares

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

  7. period ended2024-12-31
    13F 273,894 shares
    Change vs previous 13F +10,433 shares

    0.41% of the 13F portfolio, value $109,990,454.

    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: 99,752 shares
    • Kestra Advisory Services, LLC: 173,563 shares
    • Kestra Investment Management, LLC: 579 shares

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

  8. period ended2024-09-30
    13F 263,461 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $98,898,083.

    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: 93,033 shares
    • Kestra Advisory Services, LLC: 169,843 shares
    • Kestra Investment Management, LLC: 585 shares

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