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Kestra Advisory Services, LLC: IWM position timeline

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

Kestra Advisory Services, LLC held 285,477 IWM 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 285,477 shares
    Change vs previous 13F +1,724 shares

    0.19% of the 13F portfolio, value $85,771,624.

    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: 58,007 shares
    • Kestra Advisory Services, LLC: 226,671 shares
    • Kestra Investment Management, LLC: 799 shares

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

  2. period ended2026-03-31
    13F 283,753 shares
    Change vs previous 13F -1,974 shares

    0.2% of the 13F portfolio, value $70,370,788.

    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: 58,938 shares
    • Kestra Advisory Services, LLC: 224,815 shares

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

  3. period ended2025-12-31
    13F 285,727 shares
    Change vs previous 13F -34,110 shares

    0.22% of the 13F portfolio, value $70,334,434.

    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: 53,499 shares
    • Kestra Advisory Services, LLC: 232,228 shares

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

  4. period ended2025-09-30
    13F 319,837 shares
    Change vs previous 13F +66,538 shares

    0.26% of the 13F portfolio, value $77,387,612.

    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: 51,885 shares
    • Kestra Advisory Services, LLC: 267,952 shares

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

  5. period ended2025-06-30
    13F/A 253,299 shares
    Change vs previous 13F +15,410 shares

    0.2% of the 13F portfolio, value $54,659,464.

    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: 52,530 shares
    • Kestra Advisory Services, LLC: 200,769 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 237,889 shares
    Change vs previous 13F -25,350 shares

    0.16% of the 13F portfolio, value $47,456,477.

    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: 55,487 shares
    • Kestra Advisory Services, LLC: 182,294 shares
    • Kestra Investment Management, LLC: 108 shares

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

  7. period ended2024-12-31
    13F 263,239 shares
    Change vs previous 13F -21,557 shares

    0.22% of the 13F portfolio, value $58,165,289.

    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: 60,257 shares
    • Kestra Advisory Services, LLC: 202,943 shares
    • Kestra Investment Management, LLC: 39 shares

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

  8. period ended2024-09-30
    13F 284,796 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $62,908,562.

    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: 57,297 shares
    • Kestra Advisory Services, LLC: 227,499 shares

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