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Kestra Advisory Services, LLC: HIMU position timeline

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

Kestra Advisory Services, LLC held 182,436 HIMU 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 182,436 shares
    Change vs previous 13F +132,979 shares

    0.02% of the 13F portfolio, value $9,085,305.

    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: 5,590 shares
    • Kestra Advisory Services, LLC: 176,846 shares

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

  2. period ended2026-03-31
    13F 49,457 shares
    Change vs previous 13F -282,385 shares

    0.01% of the 13F portfolio, value $2,372,948.

    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: 4,970 shares
    • Kestra Advisory Services, LLC: 44,487 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 331,842 shares
    Change vs previous 13F +290,675 shares

    0.04% of the 13F portfolio, value $16,154,068.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,258 shares
    • Kestra Advisory Services, LLC: 56,127 shares
    • Kestra Investment Management, LLC: 271,457 shares

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

  4. period ended2025-09-30
    13F 41,167 shares
    Change vs previous 13F +2,980 shares

    0.01% of the 13F portfolio, value $2,025,006.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 38,187 shares
    Change vs previous 13F -3,669 shares

    0.01% of the 13F portfolio, value $1,857,048.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 41,856 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,073,128.

    13F-HR 0001830819-25-000006 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).