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Kestra Advisory Services, LLC: IWY position timeline

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

Kestra Advisory Services, LLC held 394,871 IWY 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 394,871 shares
    Change vs previous 13F +137,611 shares

    0.25% of the 13F portfolio, value $114,757,285.

    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: 153,748 shares
    • Kestra Advisory Services, LLC: 239,884 shares
    • Kestra Investment Management, LLC: 1,239 shares

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

  2. period ended2026-03-31
    13F 257,260 shares
    Change vs previous 13F -3,312 shares

    0.19% of the 13F portfolio, value $64,016,700.

    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: 156,757 shares
    • Kestra Advisory Services, LLC: 100,503 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 260,572 shares
    Change vs previous 13F +2,207 shares

    0.2% of the 13F portfolio, value $72,162,803.

    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: 164,867 shares
    • Kestra Advisory Services, LLC: 94,466 shares
    • Kestra Investment Management, LLC: 1,239 shares

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

  4. period ended2025-09-30
    13F 258,365 shares
    Change vs previous 13F +4,202 shares

    0.21% of the 13F portfolio, value $70,701,611.

    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: 164,233 shares
    • Kestra Advisory Services, LLC: 92,941 shares
    • Kestra Investment Management, LLC: 1,191 shares

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

  5. period ended2025-06-30
    13F/A 254,163 shares
    Change vs previous 13F +19,933 shares

    0.2% of the 13F portfolio, value $62,653,857.

    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: 162,540 shares
    • Kestra Advisory Services, LLC: 90,433 shares
    • Kestra Investment Management, LLC: 1,190 shares

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

  6. period ended2025-03-31
    13F/A 234,230 shares
    Change vs previous 13F -10,275 shares

    0.19% of the 13F portfolio, value $49,408,476.

    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: 154,832 shares
    • Kestra Advisory Services, LLC: 79,398 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 244,505 shares
    Change vs previous 13F -108,111 shares

    0.22% of the 13F portfolio, value $57,524,568.

    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: 152,435 shares
    • Kestra Advisory Services, LLC: 91,322 shares
    • Kestra Investment Management, LLC: 748 shares

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

  8. period ended2024-09-30
    13F 352,616 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $77,593,161.

    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: 148,883 shares
    • Kestra Advisory Services, LLC: 203,733 shares

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