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Kestra Advisory Services, LLC: EIPI position timeline

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

Kestra Advisory Services, LLC held 107,375 EIPI 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 107,375 shares
    Change vs previous 13F -9,189 shares

    0.01% of the 13F portfolio, value $2,345,082.

    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: 12,647 shares
    • Kestra Advisory Services, LLC: 94,728 shares

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

  2. period ended2026-03-31
    13F 116,564 shares
    Change vs previous 13F +59,175 shares

    0.01% of the 13F portfolio, value $2,621,524.

    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: 19,995 shares
    • Kestra Advisory Services, LLC: 96,569 shares

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

  3. period ended2025-12-31
    13F 57,389 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $1,140,311.

    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: 19,770 shares
    • Kestra Advisory Services, LLC: 37,619 shares

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

  4. period ended2025-09-30
    13F 56,914 shares
    Change vs previous 13F +2,954 shares

    <0.01% of the 13F portfolio, value $1,128,032.

    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: 17,628 shares
    • Kestra Advisory Services, LLC: 39,286 shares

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

  5. period ended2025-06-30
    13F 53,960 shares
    Change vs previous 13F -1,253 shares

    <0.01% of the 13F portfolio, value $1,064,077.

    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: 16,296 shares
    • Kestra Advisory Services, LLC: 37,664 shares

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

  6. period ended2025-03-31
    13F/A 55,213 shares
    Change vs previous 13F -593 shares

    <0.01% of the 13F portfolio, value $1,120,272.

    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: 16,221 shares
    • Kestra Advisory Services, LLC: 38,992 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 55,806 shares
    Change vs previous 13F +37,880 shares

    <0.01% of the 13F portfolio, value $1,087,659.

    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: 16,134 shares
    • Kestra Advisory Services, LLC: 39,420 shares
    • Kestra Investment Management, LLC: 252 shares

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

  8. period ended2024-09-30
    13F 17,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $346,868.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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