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Kestra Advisory Services, LLC: IYR position timeline

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

Kestra Advisory Services, LLC held 30,094 IYR 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 30,094 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $3,077,140.

    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: 2,093 shares
    • Kestra Advisory Services, LLC: 28,001 shares

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

  2. period ended2026-03-31
    13F 30,294 shares
    Change vs previous 13F +2,617 shares

    0.01% of the 13F portfolio, value $2,864,575.

    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: 2,571 shares
    • Kestra Advisory Services, LLC: 27,723 shares

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

  3. period ended2025-12-31
    13F 27,677 shares
    Change vs previous 13F +439 shares

    0.01% of the 13F portfolio, value $2,598,602.

    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: 2,629 shares
    • Kestra Advisory Services, LLC: 25,048 shares

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

  4. period ended2025-09-30
    13F 27,238 shares
    Change vs previous 13F -861 shares

    0.01% of the 13F portfolio, value $2,644,298.

    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: 2,544 shares
    • Kestra Advisory Services, LLC: 24,694 shares

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

  5. period ended2025-06-30
    13F 28,099 shares
    Change vs previous 13F +2,899 shares

    0.01% of the 13F portfolio, value $2,662,969.

    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: 2,530 shares
    • Kestra Advisory Services, LLC: 25,569 shares

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

  6. period ended2025-03-31
    13F 25,200 shares
    Change vs previous 13F +972 shares

    0.01% of the 13F portfolio, value $2,412,900.

    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: 2,096 shares
    • Kestra Advisory Services, LLC: 23,104 shares

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

  7. period ended2024-12-31
    13F 24,228 shares
    Change vs previous 13F -3,185 shares

    0.01% of the 13F portfolio, value $2,254,658.

    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 27,413 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,792,536.

    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).