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Kestra Advisory Services, LLC: IYH position timeline

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

Kestra Advisory Services, LLC held 440,730 IYH 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 440,730 shares
    Change vs previous 13F -2,624 shares

    0.07% of the 13F portfolio, value $29,533,343.

    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: 20,248 shares
    • Kestra Advisory Services, LLC: 420,482 shares

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

  2. period ended2026-03-31
    13F 443,354 shares
    Change vs previous 13F +34,321 shares

    0.08% of the 13F portfolio, value $27,328,339.

    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: 22,149 shares
    • Kestra Advisory Services, LLC: 421,205 shares

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

  3. period ended2025-12-31
    13F 409,033 shares
    Change vs previous 13F +91,776 shares

    0.08% of the 13F portfolio, value $26,628,082.

    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: 21,559 shares
    • Kestra Advisory Services, LLC: 387,474 shares

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

  4. period ended2025-09-30
    13F 317,257 shares
    Change vs previous 13F -12,997 shares

    0.06% of the 13F portfolio, value $18,629,368.

    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: 20,151 shares
    • Kestra Advisory Services, LLC: 297,106 shares

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

  5. period ended2025-06-30
    13F 330,254 shares
    Change vs previous 13F +1,528 shares

    0.07% of the 13F portfolio, value $18,652,755.

    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: 19,109 shares
    • Kestra Advisory Services, LLC: 311,145 shares

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

  6. period ended2025-03-31
    13F 328,726 shares
    Change vs previous 13F -5,913 shares

    0.08% of the 13F portfolio, value $20,016,126.

    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: 14,988 shares
    • Kestra Advisory Services, LLC: 313,738 shares

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

  7. period ended2024-12-31
    13F 334,639 shares
    Change vs previous 13F -16,300 shares

    0.08% of the 13F portfolio, value $19,499,407.

    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: 14,349 shares
    • Kestra Advisory Services, LLC: 320,290 shares

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

  8. period ended2024-09-30
    13F 350,939 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,811,061.

    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: 14,515 shares
    • Kestra Advisory Services, LLC: 336,424 shares

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