Kestra Advisory Services, LLC: IYW position timeline

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

Kestra Advisory Services, LLC held 497,770 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 497,770 shares
Change vs previous 13F -18,649 shares
0.31% of the 13F portfolio, value $125,552,653.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,042 shares
- Kestra Advisory Services, LLC: 477,728 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 516,419 shares
Change vs previous 13F +48,457 shares
0.27% of the 13F portfolio, value $93,688,796.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,060 shares
- Kestra Advisory Services, LLC: 495,359 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 467,962 shares
Change vs previous 13F +61,623 shares
0.29% of the 13F portfolio, value $93,442,820.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,543 shares
- Kestra Advisory Services, LLC: 446,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 406,339 shares
Change vs previous 13F -12,994 shares
0.27% of the 13F portfolio, value $79,585,721.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,515 shares
- Kestra Advisory Services, LLC: 384,824 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 419,333 shares
Change vs previous 13F +38,728 shares
0.26% of the 13F portfolio, value $72,657,804.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,659 shares
- Kestra Advisory Services, LLC: 398,674 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 380,605 shares
Change vs previous 13F +11,005 shares
0.2% of the 13F portfolio, value $53,452,166.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 18,359 shares
- Kestra Advisory Services, LLC: 362,246 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 369,600 shares
Change vs previous 13F +32,256 shares
0.22% of the 13F portfolio, value $58,958,601.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,832 shares
- Kestra Advisory Services, LLC: 351,433 shares
- Kestra Investment Management, LLC: 335 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 337,344 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $51,148,134.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,212 shares
- Kestra Advisory Services, LLC: 322,132 shares
Acceptance time not in the bulk data set (spec §4.2).