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Kestra Advisory Services, LLC: FIIG position timeline

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

Kestra Advisory Services, LLC held 635,843 FIIG 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 635,843 shares
    Change vs previous 13F +30,813 shares

    0.03% of the 13F portfolio, value $13,168,326.

    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: 30,448 shares
    • Kestra Advisory Services, LLC: 605,395 shares

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

  2. period ended2026-03-31
    13F 605,030 shares
    Change vs previous 13F +7,501 shares

    0.04% of the 13F portfolio, value $12,554,364.

    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: 33,127 shares
    • Kestra Advisory Services, LLC: 571,903 shares

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

  3. period ended2025-12-31
    13F 597,529 shares
    Change vs previous 13F +25,506 shares

    0.04% of the 13F portfolio, value $12,667,601.

    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: 60,508 shares
    • Kestra Advisory Services, LLC: 537,021 shares

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

  4. period ended2025-09-30
    13F 572,023 shares
    Change vs previous 13F +56,686 shares

    0.04% of the 13F portfolio, value $12,144,046.

    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: 61,617 shares
    • Kestra Advisory Services, LLC: 510,406 shares

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

  5. period ended2025-06-30
    13F 515,337 shares
    Change vs previous 13F +34,269 shares

    0.04% of the 13F portfolio, value $10,811,773.

    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: 61,560 shares
    • Kestra Advisory Services, LLC: 453,777 shares

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

  6. period ended2025-03-31
    13F/A 481,068 shares
    Change vs previous 13F +103,236 shares

    0.04% of the 13F portfolio, value $9,982,161.

    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: 58,828 shares
    • Kestra Advisory Services, LLC: 422,240 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 377,832 shares
    Change vs previous 13F -90,150 shares

    0.03% of the 13F portfolio, value $7,726,664.

    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: 60,032 shares
    • Kestra Advisory Services, LLC: 316,767 shares
    • Kestra Investment Management, LLC: 1,033 shares

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

  8. period ended2024-09-30
    13F 467,982 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,000,769.

    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: 65,395 shares
    • Kestra Advisory Services, LLC: 402,587 shares

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