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Kestra Advisory Services, LLC: IYY position timeline

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

Kestra Advisory Services, LLC held 47,683 IYY 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 47,683 shares
    Change vs previous 13F -61,649 shares

    0.03% of the 13F portfolio, value $8,691,681.

    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: 47,683 shares

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

  2. period ended2026-03-31
    13F 109,332 shares
    Change vs previous 13F +70,618 shares

    0.05% of the 13F portfolio, value $17,323,499.

    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: 3,845 shares
    • Kestra Advisory Services, LLC: 105,487 shares

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

  3. period ended2025-12-31
    13F 38,714 shares
    Change vs previous 13F +5,836 shares

    0.02% of the 13F portfolio, value $6,419,252.

    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: 3,848 shares
    • Kestra Advisory Services, LLC: 34,866 shares

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

  4. period ended2025-09-30
    13F 32,878 shares
    Change vs previous 13F +1,204 shares

    0.02% of the 13F portfolio, value $5,341,988.

    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: 4,047 shares
    • Kestra Advisory Services, LLC: 28,831 shares

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

  5. period ended2025-06-30
    13F 31,674 shares
    Change vs previous 13F +4,794 shares

    0.02% of the 13F portfolio, value $4,778,765.

    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: 4,308 shares
    • Kestra Advisory Services, LLC: 27,366 shares

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

  6. period ended2025-03-31
    13F 26,880 shares
    Change vs previous 13F +6,089 shares

    0.01% of the 13F portfolio, value $3,658,368.

    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: 4,277 shares
    • Kestra Advisory Services, LLC: 22,603 shares

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

  7. period ended2024-12-31
    13F 20,791 shares
    Change vs previous 13F +3,503 shares

    0.01% of the 13F portfolio, value $2,974,985.

    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: 4,295 shares
    • Kestra Advisory Services, LLC: 16,496 shares

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

  8. period ended2024-09-30
    13F 17,288 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,413,293.

    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: 4,439 shares
    • Kestra Advisory Services, LLC: 12,849 shares

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