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Kestra Advisory Services, LLC: IWMI position timeline

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

Kestra Advisory Services, LLC held 37,619 IWMI 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 37,619 shares
    Change vs previous 13F +4,052 shares

    0.01% of the 13F portfolio, value $2,013,404.

    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: 14,542 shares
    • Kestra Advisory Services, LLC: 23,077 shares

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

  2. period ended2026-03-31
    13F 33,567 shares
    Change vs previous 13F -513 shares

    <0.01% of the 13F portfolio, value $1,591,067.

    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: 12,926 shares
    • Kestra Advisory Services, LLC: 20,641 shares

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

  3. period ended2025-12-31
    13F 34,080 shares
    Change vs previous 13F +15,268 shares

    0.01% of the 13F portfolio, value $1,658,994.

    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: 12,814 shares
    • Kestra Advisory Services, LLC: 21,266 shares

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

  4. period ended2025-09-30
    13F 18,812 shares
    Change vs previous 13F +7,422 shares

    <0.01% of the 13F portfolio, value $913,775.

    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: 12,706 shares
    • Kestra Advisory Services, LLC: 6,106 shares

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

  5. period ended2025-06-30
    13F 11,390 shares
    Change vs previous 13F +2,364 shares

    0.01% of the 13F portfolio, value $517,448.

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

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

  6. period ended2025-03-31
    13F 9,026 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $393,985.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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