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Kestra Advisory Services, LLC: IWR position timeline

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

Kestra Advisory Services, LLC held 370,098 IWR 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 370,098 shares
    Change vs previous 13F -32,527 shares

    0.1% of the 13F portfolio, value $40,829,254.

    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: 86,523 shares
    • Kestra Advisory Services, LLC: 283,575 shares

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

  2. period ended2026-03-31
    13F 402,625 shares
    Change vs previous 13F +69,480 shares

    0.11% of the 13F portfolio, value $39,147,200.

    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: 90,405 shares
    • Kestra Advisory Services, LLC: 312,220 shares

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

  3. period ended2025-12-31
    13F 333,145 shares
    Change vs previous 13F -7,154 shares

    0.1% of the 13F portfolio, value $32,071,855.

    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: 79,779 shares
    • Kestra Advisory Services, LLC: 253,366 shares

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

  4. period ended2025-09-30
    13F 340,299 shares
    Change vs previous 13F -28,289 shares

    0.11% of the 13F portfolio, value $32,855,856.

    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: 78,451 shares
    • Kestra Advisory Services, LLC: 261,848 shares

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

  5. period ended2025-06-30
    13F 368,588 shares
    Change vs previous 13F +60,189 shares

    0.12% of the 13F portfolio, value $33,899,080.

    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: 77,871 shares
    • Kestra Advisory Services, LLC: 290,717 shares

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

  6. period ended2025-03-31
    13F 308,399 shares
    Change vs previous 13F +39,512 shares

    0.1% of the 13F portfolio, value $26,235,503.

    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: 76,645 shares
    • Kestra Advisory Services, LLC: 231,754 shares

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

  7. period ended2024-12-31
    13F 268,887 shares
    Change vs previous 13F +38,305 shares

    0.1% of the 13F portfolio, value $23,769,614.

    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: 75,647 shares
    • Kestra Advisory Services, LLC: 193,240 shares

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

  8. period ended2024-09-30
    13F 230,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $20,323,510.

    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: 74,092 shares
    • Kestra Advisory Services, LLC: 156,490 shares

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