Kestra Advisory Services, LLC: IWN position timeline

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

Kestra Advisory Services, LLC held 65,208 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 65,208 shares
Change vs previous 13F -8,049 shares
0.04% of the 13F portfolio, value $14,424,083.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,134 shares
- Kestra Advisory Services, LLC: 48,074 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 73,257 shares
Change vs previous 13F +1,422 shares
0.04% of the 13F portfolio, value $13,888,810.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 19,929 shares
- Kestra Advisory Services, LLC: 53,328 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 71,835 shares
Change vs previous 13F +5,316 shares
0.04% of the 13F portfolio, value $13,017,349.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,626 shares
- Kestra Advisory Services, LLC: 54,209 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 66,519 shares
Change vs previous 13F +2,109 shares
0.04% of the 13F portfolio, value $11,761,234.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 16,771 shares
- Kestra Advisory Services, LLC: 49,748 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 64,410 shares
Change vs previous 13F -3,236 shares
0.03% of the 13F portfolio, value $10,161,283.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 18,506 shares
- Kestra Advisory Services, LLC: 45,567 shares
- Kestra Investment Management, LLC: 337 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 67,646 shares
Change vs previous 13F -5,308 shares
0.03% of the 13F portfolio, value $10,213,194.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,023 shares
- Kestra Advisory Services, LLC: 43,065 shares
- Kestra Investment Management, LLC: 558 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 72,954 shares
Change vs previous 13F -47,927 shares
0.05% of the 13F portfolio, value $11,976,861.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,753 shares
- Kestra Advisory Services, LLC: 48,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 120,881 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $20,165,310.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 72,356 shares
- Kestra Advisory Services, LLC: 48,525 shares
Acceptance time not in the bulk data set (spec §4.2).