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Kestra Advisory Services, LLC: IYE position timeline

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

Kestra Advisory Services, LLC held 70,402 IYE 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 70,402 shares
    Change vs previous 13F -6,086 shares

    0.01% of the 13F portfolio, value $3,984,034.

    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: 6,954 shares
    • Kestra Advisory Services, LLC: 63,448 shares

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

  2. period ended2026-03-31
    13F 76,488 shares
    Change vs previous 13F -9,528 shares

    0.01% of the 13F portfolio, value $4,954,141.

    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: 8,275 shares
    • Kestra Advisory Services, LLC: 68,213 shares

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

  3. period ended2025-12-31
    13F 86,016 shares
    Change vs previous 13F -21,537 shares

    0.01% of the 13F portfolio, value $4,088,325.

    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: 10,506 shares
    • Kestra Advisory Services, LLC: 75,510 shares

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

  4. period ended2025-09-30
    13F 107,553 shares
    Change vs previous 13F -15,704 shares

    0.02% of the 13F portfolio, value $5,110,882.

    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: 10,455 shares
    • Kestra Advisory Services, LLC: 97,098 shares

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

  5. period ended2025-06-30
    13F 123,257 shares
    Change vs previous 13F +3,017 shares

    0.02% of the 13F portfolio, value $5,573,665.

    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: 10,021 shares
    • Kestra Advisory Services, LLC: 113,236 shares

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

  6. period ended2025-03-31
    13F 120,240 shares
    Change vs previous 13F +60,764 shares

    0.02% of the 13F portfolio, value $5,927,832.

    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: 8,846 shares
    • Kestra Advisory Services, LLC: 111,394 shares

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

  7. period ended2024-12-31
    13F 59,476 shares
    Change vs previous 13F +9,391 shares

    0.01% of the 13F portfolio, value $2,710,321.

    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: 7,985 shares
    • Kestra Advisory Services, LLC: 51,491 shares

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

  8. period ended2024-09-30
    13F 50,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,320,947.

    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: 7,855 shares
    • Kestra Advisory Services, LLC: 42,230 shares

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