Skip to content
Disclosery

Kestra Advisory Services, LLC: IYM position timeline

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

Kestra Advisory Services, LLC held 5,029 IYM 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 5,029 shares
    Change vs previous 13F -2,627 shares

    <0.01% of the 13F portfolio, value $902,847.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,029 shares

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

  2. period ended2026-03-31
    13F 7,656 shares
    Change vs previous 13F +3,570 shares

    <0.01% of the 13F portfolio, value $1,346,815.

    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: 1,168 shares
    • Kestra Advisory Services, LLC: 6,488 shares

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

  3. period ended2025-12-31
    13F 4,086 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $629,104.

    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 3,949 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $585,340.

    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 3,918 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $548,534.

    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 3,933 shares
    Change vs previous 13F -443 shares

    <0.01% of the 13F portfolio, value $530,168.

    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 4,376 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $568,574.

    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 4,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $733,187.

    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).