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Kestra Advisory Services, LLC: IWV position timeline

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

Kestra Advisory Services, LLC held 43,084 IWV 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 43,084 shares
    Change vs previous 13F -576 shares

    0.05% of the 13F portfolio, value $18,370,709.

    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: 2,334 shares
    • Kestra Advisory Services, LLC: 40,750 shares

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

  2. period ended2026-03-31
    13F 43,660 shares
    Change vs previous 13F +892 shares

    0.05% of the 13F portfolio, value $16,183,825.

    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: 2,446 shares
    • Kestra Advisory Services, LLC: 41,214 shares

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

  3. period ended2025-12-31
    13F 42,768 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $16,544,993.

    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: 2,570 shares
    • Kestra Advisory Services, LLC: 40,198 shares

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

  4. period ended2025-09-30
    13F 42,525 shares
    Change vs previous 13F +2,768 shares

    0.05% of the 13F portfolio, value $16,114,377.

    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: 2,642 shares
    • Kestra Advisory Services, LLC: 39,883 shares

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

  5. period ended2025-06-30
    13F 39,757 shares
    Change vs previous 13F -19,020 shares

    0.05% of the 13F portfolio, value $13,954,722.

    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: 2,622 shares
    • Kestra Advisory Services, LLC: 37,135 shares

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

  6. period ended2025-03-31
    13F 58,777 shares
    Change vs previous 13F +944 shares

    0.07% of the 13F portfolio, value $18,669,926.

    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: 2,089 shares
    • Kestra Advisory Services, LLC: 56,688 shares

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

  7. period ended2024-12-31
    13F 57,833 shares
    Change vs previous 13F +9,237 shares

    0.08% of the 13F portfolio, value $19,330,680.

    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: 1,657 shares
    • Kestra Advisory Services, LLC: 56,176 shares

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

  8. period ended2024-09-30
    13F 48,596 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,877,770.

    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: 1,439 shares
    • Kestra Advisory Services, LLC: 47,157 shares

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