Skip to content
Disclosery

Kestra Advisory Services, LLC: IYF position timeline

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

Kestra Advisory Services, LLC held 193,941 IYF 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 193,941 shares
    Change vs previous 13F -7,903 shares

    0.06% of the 13F portfolio, value $24,729,463.

    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: 9,594 shares
    • Kestra Advisory Services, LLC: 184,347 shares

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

  2. period ended2026-03-31
    13F 201,844 shares
    Change vs previous 13F -3,588 shares

    0.07% of the 13F portfolio, value $23,749,052.

    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: 10,135 shares
    • Kestra Advisory Services, LLC: 191,709 shares

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

  3. period ended2025-12-31
    13F 205,432 shares
    Change vs previous 13F +58,927 shares

    0.08% of the 13F portfolio, value $26,486,300.

    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: 10,449 shares
    • Kestra Advisory Services, LLC: 194,983 shares

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

  4. period ended2025-09-30
    13F 146,505 shares
    Change vs previous 13F -29,677 shares

    0.06% of the 13F portfolio, value $18,553,411.

    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: 10,437 shares
    • Kestra Advisory Services, LLC: 136,068 shares

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

  5. period ended2025-06-30
    13F 176,182 shares
    Change vs previous 13F +1,599 shares

    0.08% of the 13F portfolio, value $21,316,213.

    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: 10,368 shares
    • Kestra Advisory Services, LLC: 165,814 shares

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

  6. period ended2025-03-31
    13F/A 174,583 shares
    Change vs previous 13F +5,665 shares

    0.07% of the 13F portfolio, value $19,701,692.

    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: 10,342 shares
    • Kestra Advisory Services, LLC: 164,241 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 168,918 shares
    Change vs previous 13F +48,522 shares

    0.07% of the 13F portfolio, value $18,678,953.

    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: 10,534 shares
    • Kestra Advisory Services, LLC: 158,074 shares
    • Kestra Investment Management, LLC: 310 shares

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

  8. period ended2024-09-30
    13F 120,396 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,509,166.

    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: 10,705 shares
    • Kestra Advisory Services, LLC: 109,691 shares

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