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Kestra Advisory Services, LLC: IWX position timeline

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

Kestra Advisory Services, LLC held 184,930 IWX 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 184,930 shares
    Change vs previous 13F +2,356 shares

    0.05% of the 13F portfolio, value $19,447,236.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 181,611 shares
    • Kestra Advisory Services, LLC: 3,319 shares

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

  2. period ended2026-03-31
    13F 182,574 shares
    Change vs previous 13F -3,766 shares

    0.21% of the 13F portfolio, value $16,919,127.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 182,574 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 186,340 shares
    Change vs previous 13F +9,207 shares

    0.05% of the 13F portfolio, value $17,117,167.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 181,839 shares
    • Kestra Advisory Services, LLC: 4,501 shares

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

  4. period ended2025-09-30
    13F 177,133 shares
    Change vs previous 13F +5,373 shares

    0.05% of the 13F portfolio, value $15,566,458.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 174,655 shares
    • Kestra Advisory Services, LLC: 2,478 shares

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

  5. period ended2025-06-30
    13F 171,760 shares
    Change vs previous 13F +12,060 shares

    0.05% of the 13F portfolio, value $14,460,511.

    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: 168,732 shares
    • Kestra Advisory Services, LLC: 3,028 shares

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

  6. period ended2025-03-31
    13F 159,700 shares
    Change vs previous 13F +10,708 shares

    0.05% of the 13F portfolio, value $13,124,146.

    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: 153,687 shares
    • Kestra Advisory Services, LLC: 6,013 shares

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

  7. period ended2024-12-31
    13F 148,992 shares
    Change vs previous 13F -4,927 shares

    0.2% of the 13F portfolio, value $11,774,838.

    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: 148,992 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 153,919 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,509,029.

    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: 145,752 shares
    • Kestra Advisory Services, LLC: 8,167 shares

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