Kestra Advisory Services, LLC: IWO position timeline

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

Kestra Advisory Services, LLC held 81,943 IWO 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 81,943 shares
Change vs previous 13F -1,652 shares
0.08% of the 13F portfolio, value $32,282,105.
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: 22,042 shares
- Kestra Advisory Services, LLC: 59,901 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 83,595 shares
Change vs previous 13F +1,273 shares
0.08% of the 13F portfolio, value $26,233,241.
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: 22,315 shares
- Kestra Advisory Services, LLC: 61,280 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 82,322 shares
Change vs previous 13F +5,776 shares
0.08% of the 13F portfolio, value $26,590,773.
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: 21,915 shares
- Kestra Advisory Services, LLC: 60,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 76,546 shares
Change vs previous 13F -39 shares
0.08% of the 13F portfolio, value $24,497,742.
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: 21,313 shares
- Kestra Advisory Services, LLC: 55,233 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 76,585 shares
Change vs previous 13F -2,298 shares
0.07% of the 13F portfolio, value $21,892,659.
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: 20,811 shares
- Kestra Advisory Services, LLC: 55,554 shares
- Kestra Investment Management, LLC: 220 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 78,883 shares
Change vs previous 13F -630 shares
0.07% of the 13F portfolio, value $20,156,974.
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: 22,826 shares
- Kestra Advisory Services, LLC: 55,837 shares
- Kestra Investment Management, LLC: 220 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 79,513 shares
Change vs previous 13F -2,209 shares
0.09% of the 13F portfolio, value $22,885,431.
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: 22,171 shares
- Kestra Advisory Services, LLC: 57,342 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 81,722 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $23,208,911.
13F-HR 0001830819-24-000009 filed by Kestra Advisory 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: 21,679 shares
- Kestra Advisory Services, LLC: 60,043 shares
Acceptance time not in the bulk data set (spec §4.2).