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Kestra Advisory Services, LLC: IWP position timeline

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

Kestra Advisory Services, LLC held 359,433 IWP 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 359,433 shares
    Change vs previous 13F +3,058 shares

    0.12% of the 13F portfolio, value $52,624,706.

    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: 163,603 shares
    • Kestra Advisory Services, LLC: 193,126 shares
    • Kestra Investment Management, LLC: 2,704 shares

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

  2. period ended2026-03-31
    13F 356,375 shares
    Change vs previous 13F +19,275 shares

    0.11% of the 13F portfolio, value $45,658,660.

    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: 157,268 shares
    • Kestra Advisory Services, LLC: 197,442 shares
    • Kestra Investment Management, LLC: 1,665 shares

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

  3. period ended2025-12-31
    13F 337,100 shares
    Change vs previous 13F +36,083 shares

    0.14% of the 13F portfolio, value $46,162,501.

    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: 147,839 shares
    • Kestra Advisory Services, LLC: 189,261 shares

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

  4. period ended2025-09-30
    13F 301,017 shares
    Change vs previous 13F +40,390 shares

    0.15% of the 13F portfolio, value $42,867,832.

    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: 139,505 shares
    • Kestra Advisory Services, LLC: 161,512 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 260,627 shares
    Change vs previous 13F +6,427 shares

    0.12% of the 13F portfolio, value $36,143,721.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 135,531 shares
    • Kestra Advisory Services, LLC: 123,512 shares
    • Kestra Investment Management, LLC: 1,584 shares

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

  6. period ended2025-03-31
    13F/A 254,200 shares
    Change vs previous 13F -1,592 shares

    0.1% of the 13F portfolio, value $29,865,959.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 132,350 shares
    • Kestra Advisory Services, LLC: 120,297 shares
    • Kestra Investment Management, LLC: 1,553 shares

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

  7. period ended2024-12-31
    13F 255,792 shares
    Change vs previous 13F +2,339 shares

    0.12% of the 13F portfolio, value $32,421,636.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 131,582 shares
    • Kestra Advisory Services, LLC: 124,195 shares
    • Kestra Investment Management, LLC: 15 shares

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

  8. period ended2024-09-30
    13F 253,453 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $29,727,495.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 129,751 shares
    • Kestra Advisory Services, LLC: 123,702 shares

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