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Kestra Advisory Services, LLC: IXUS position timeline

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

Kestra Advisory Services, LLC held 167,964 IXUS 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 167,964 shares
    Change vs previous 13F -541 shares

    0.04% of the 13F portfolio, value $16,030,401.

    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: 39,408 shares
    • Kestra Advisory Services, LLC: 122,394 shares
    • Kestra Investment Management, LLC: 6,162 shares

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

  2. period ended2026-03-31
    13F 168,505 shares
    Change vs previous 13F +11,475 shares

    0.04% of the 13F portfolio, value $14,599,298.

    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: 45,121 shares
    • Kestra Advisory Services, LLC: 119,863 shares
    • Kestra Investment Management, LLC: 3,521 shares

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

  3. period ended2025-12-31
    13F 157,030 shares
    Change vs previous 13F +8,610 shares

    0.04% of the 13F portfolio, value $13,291,023.

    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: 36,354 shares
    • Kestra Advisory Services, LLC: 117,811 shares
    • Kestra Investment Management, LLC: 2,865 shares

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

  4. period ended2025-09-30
    13F 148,420 shares
    Change vs previous 13F +2,944 shares

    0.04% of the 13F portfolio, value $12,256,459.

    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: 35,324 shares
    • Kestra Advisory Services, LLC: 108,591 shares
    • Kestra Investment Management, LLC: 4,505 shares

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

  5. period ended2025-06-30
    13F 145,476 shares
    Change vs previous 13F +9,246 shares

    0.04% of the 13F portfolio, value $11,246,775.

    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: 36,034 shares
    • Kestra Advisory Services, LLC: 109,442 shares

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

  6. period ended2025-03-31
    13F 136,230 shares
    Change vs previous 13F -6,423 shares

    0.04% of the 13F portfolio, value $9,510,216.

    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: 37,989 shares
    • Kestra Advisory Services, LLC: 98,241 shares

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

  7. period ended2024-12-31
    13F 142,653 shares
    Change vs previous 13F +10,399 shares

    0.04% of the 13F portfolio, value $9,435,069.

    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: 36,945 shares
    • Kestra Advisory Services, LLC: 105,708 shares

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

  8. period ended2024-09-30
    13F 132,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,605,626.

    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: 34,210 shares
    • Kestra Advisory Services, LLC: 98,044 shares

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