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Kestra Advisory Services, LLC: IYK position timeline

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

Kestra Advisory Services, LLC held 29,543 IYK 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 29,543 shares
    Change vs previous 13F -4,938 shares

    0.01% of the 13F portfolio, value $2,146,590.

    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: 4,204 shares
    • Kestra Advisory Services, LLC: 25,339 shares

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

  2. period ended2026-03-31
    13F 34,481 shares
    Change vs previous 13F -4,241 shares

    0.01% of the 13F portfolio, value $2,414,690.

    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: 5,160 shares
    • Kestra Advisory Services, LLC: 29,321 shares

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

  3. period ended2025-12-31
    13F 38,722 shares
    Change vs previous 13F +8,084 shares

    0.01% of the 13F portfolio, value $2,591,289.

    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: 11,375 shares
    • Kestra Advisory Services, LLC: 27,347 shares

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

  4. period ended2025-09-30
    13F 30,638 shares
    Change vs previous 13F -5,160 shares

    0.01% of the 13F portfolio, value $2,095,374.

    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: 10,763 shares
    • Kestra Advisory Services, LLC: 19,875 shares

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

  5. period ended2025-06-30
    13F 35,798 shares
    Change vs previous 13F +13,647 shares

    0.01% of the 13F portfolio, value $2,523,032.

    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: 10,609 shares
    • Kestra Advisory Services, LLC: 25,189 shares

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

  6. period ended2025-03-31
    13F 22,151 shares
    Change vs previous 13F +643 shares

    0.01% of the 13F portfolio, value $1,585,347.

    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: 0 shares
    • Kestra Advisory Services, LLC: 22,151 shares

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

  7. period ended2024-12-31
    13F 21,508 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $1,410,710.

    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: 3,335 shares
    • Kestra Advisory Services, LLC: 18,173 shares

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

  8. period ended2024-09-30
    13F 21,423 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,511,788.

    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: 3,589 shares
    • Kestra Advisory Services, LLC: 17,834 shares

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