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Kestra Advisory Services, LLC: IYC position timeline

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

Kestra Advisory Services, LLC held 3,025 IYC 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 3,025 shares
    Change vs previous 13F -391 shares

    <0.01% of the 13F portfolio, value $305,861.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,416 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $331,034.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,703 shares
    Change vs previous 13F -3,396 shares

    <0.01% of the 13F portfolio, value $278,767.

    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: 0 shares
    • Kestra Advisory Services, LLC: 2,703 shares

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

  4. period ended2025-09-30
    13F 6,099 shares
    Change vs previous 13F -14,962 shares

    <0.01% of the 13F portfolio, value $639,165.

    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: 2,315 shares
    • Kestra Advisory Services, LLC: 3,784 shares

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

  5. period ended2025-06-30
    13F 21,061 shares
    Change vs previous 13F +13,678 shares

    0.01% of the 13F portfolio, value $2,098,496.

    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: 2,350 shares
    • Kestra Advisory Services, LLC: 18,711 shares

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

  6. period ended2025-03-31
    13F 7,383 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $652,104.

    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: 3,664 shares
    • Kestra Advisory Services, LLC: 3,719 shares

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

  7. period ended2024-12-31
    13F 7,359 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $707,494.

    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: 3,643 shares
    • Kestra Advisory Services, LLC: 3,716 shares

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

  8. period ended2024-09-30
    13F 6,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $588,982.

    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: 3,814 shares
    • Kestra Advisory Services, LLC: 2,884 shares

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