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Kestra Advisory Services, LLC: IAI position timeline

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

Kestra Advisory Services, LLC held 3,063 IAI 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 3,063 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $537,078.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 3,133 shares
    Change vs previous 13F -298 shares

    <0.01% of the 13F portfolio, value $514,304.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 3,431 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $615,367.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 3,423 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $605,504.

    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 2,934 shares
    Change vs previous 13F +347 shares

    <0.01% of the 13F portfolio, value $496,339.

    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/A 2,587 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $362,465.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,587 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 2,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,943.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,544 shares
    • Kestra Investment Management, LLC: 266 shares

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