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Kestra Advisory Services, LLC: IYJ position timeline

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

Kestra Advisory Services, LLC held 11,124 IYJ 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 11,124 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $1,853,804.

    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: 5,089 shares
    • Kestra Advisory Services, LLC: 6,035 shares

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

  2. period ended2026-03-31
    13F 11,204 shares
    Change vs previous 13F -849 shares

    <0.01% of the 13F portfolio, value $1,652,981.

    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: 5,512 shares
    • Kestra Advisory Services, LLC: 5,692 shares

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

  3. period ended2025-12-31
    13F 12,053 shares
    Change vs previous 13F -3,112 shares

    0.01% of the 13F portfolio, value $1,785,938.

    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: 5,491 shares
    • Kestra Advisory Services, LLC: 6,562 shares

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

  4. period ended2025-09-30
    13F 15,165 shares
    Change vs previous 13F -447 shares

    0.01% of the 13F portfolio, value $2,212,170.

    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: 5,697 shares
    • Kestra Advisory Services, LLC: 9,468 shares

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

  5. period ended2025-06-30
    13F 15,612 shares
    Change vs previous 13F +1,688 shares

    0.01% of the 13F portfolio, value $2,221,759.

    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: 5,815 shares
    • Kestra Advisory Services, LLC: 9,797 shares

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

  6. period ended2025-03-31
    13F 13,924 shares
    Change vs previous 13F +2,375 shares

    0.01% of the 13F portfolio, value $1,812,627.

    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: 3,932 shares
    • Kestra Advisory Services, LLC: 9,992 shares

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

  7. period ended2024-12-31
    13F 11,549 shares
    Change vs previous 13F +6,394 shares

    0.01% of the 13F portfolio, value $1,542,022.

    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: 3,154 shares
    • Kestra Advisory Services, LLC: 8,395 shares

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

  8. period ended2024-09-30
    13F 5,155 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $689,021.

    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: 3,270 shares
    • Kestra Advisory Services, LLC: 1,885 shares

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