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Kestra Advisory Services, LLC: IYLD position timeline

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

Kestra Advisory Services, LLC held 73,376 IYLD 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 73,376 shares
    Change vs previous 13F -49,087 shares

    0.01% of the 13F portfolio, value $1,624,892.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 122,463 shares
    Change vs previous 13F +65,721 shares

    0.01% of the 13F portfolio, value $2,661,115.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 56,742 shares
    Change vs previous 13F -2,403 shares

    0.01% of the 13F portfolio, value $1,215,405.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 59,145 shares
    Change vs previous 13F -126,504 shares

    0.01% of the 13F portfolio, value $1,258,601.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 185,649 shares
    Change vs previous 13F +112,075 shares

    0.02% of the 13F portfolio, value $3,853,307.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 73,574 shares
    Change vs previous 13F -163,616 shares

    0.01% of the 13F portfolio, value $1,477,366.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 237,190 shares
    Change vs previous 13F +167,496 shares

    0.03% of the 13F portfolio, value $4,620,461.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,439,957.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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