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Kestra Advisory Services, LLC: IAGG position timeline

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

Kestra Advisory Services, LLC held 988,846 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 988,846 shares
    Change vs previous 13F +73,326 shares

    0.11% of the 13F portfolio, value $50,035,613.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,654 shares
    • Kestra Advisory Services, LLC: 104,760 shares
    • Kestra Investment Management, LLC: 804,432 shares

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

  2. period ended2026-03-31
    13F 915,520 shares
    Change vs previous 13F +744,641 shares

    0.11% of the 13F portfolio, value $45,812,642.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,032 shares
    • Kestra Advisory Services, LLC: 102,142 shares
    • Kestra Investment Management, LLC: 736,346 shares

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

  3. period ended2025-12-31
    13F 170,879 shares
    Change vs previous 13F +19,386 shares

    0.03% of the 13F portfolio, value $8,545,666.

    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: 74,479 shares
    • Kestra Advisory Services, LLC: 96,400 shares

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

  4. period ended2025-09-30
    13F 151,493 shares
    Change vs previous 13F +37,160 shares

    0.03% of the 13F portfolio, value $7,760,972.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 76,365 shares
    • Kestra Advisory Services, LLC: 75,128 shares

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

  5. period ended2025-06-30
    13F 114,333 shares
    Change vs previous 13F +100,924 shares

    0.02% of the 13F portfolio, value $5,841,260.

    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: 52,539 shares
    • Kestra Advisory Services, LLC: 61,794 shares

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

  6. period ended2025-03-31
    13F 13,409 shares
    Change vs previous 13F -3,162 shares

    <0.01% of the 13F portfolio, value $670,316.

    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).

  7. period ended2024-12-31
    13F 16,571 shares
    Change vs previous 13F +1,192 shares

    <0.01% of the 13F portfolio, value $827,224.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 15,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $796,921.

    13F-HR 0001830819-24-000009 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).