Kestra Advisory Services, LLC: IWS position timeline

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

Kestra Advisory Services, LLC held 254,588 IWS 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 254,588 shares
Change vs previous 13F +1,852 shares
0.09% of the 13F portfolio, value $41,905,322.
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: 83,598 shares
- Kestra Advisory Services, LLC: 169,326 shares
- Kestra Investment Management, LLC: 1,664 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 252,736 shares
Change vs previous 13F +14,476 shares
0.11% of the 13F portfolio, value $36,833,743.
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: 81,606 shares
- Kestra Advisory Services, LLC: 171,130 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 238,260 shares
Change vs previous 13F +13,369 shares
0.1% of the 13F portfolio, value $33,606,535.
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: 79,540 shares
- Kestra Advisory Services, LLC: 158,720 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 224,891 shares
Change vs previous 13F -4,579 shares
0.11% of the 13F portfolio, value $31,410,582.
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: 79,578 shares
- Kestra Advisory Services, LLC: 145,313 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 229,470 shares
Change vs previous 13F -25,357 shares
0.11% of the 13F portfolio, value $30,322,196.
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: 79,445 shares
- Kestra Advisory Services, LLC: 150,025 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 254,827 shares
Change vs previous 13F -2,018 shares
0.11% of the 13F portfolio, value $32,100,557.
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: 75,123 shares
- Kestra Advisory Services, LLC: 178,596 shares
- Kestra Investment Management, LLC: 1,108 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 256,845 shares
Change vs previous 13F +6,527 shares
0.14% of the 13F portfolio, value $33,220,356.
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: 75,056 shares
- Kestra Advisory Services, LLC: 181,789 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 250,318 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $33,104,584.
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: 74,294 shares
- Kestra Advisory Services, LLC: 176,024 shares
Acceptance time not in the bulk data set (spec §4.2).