Skip to content
Disclosery

Kestra Advisory Services, LLC: IAK position timeline

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

Kestra Advisory Services, LLC held 10,994 IAK 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 10,994 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $1,545,412.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,496 shares
    • Kestra Advisory Services, LLC: 1,498 shares

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

  2. period ended2026-03-31
    13F 11,018 shares
    Change vs previous 13F +919 shares

    <0.01% of the 13F portfolio, value $1,413,475.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,457 shares
    • Kestra Advisory Services, LLC: 1,561 shares

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

  3. period ended2025-12-31
    13F 10,099 shares
    Change vs previous 13F +988 shares

    <0.01% of the 13F portfolio, value $1,374,927.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,844 shares
    • Kestra Advisory Services, LLC: 1,255 shares

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

  4. period ended2025-09-30
    13F 9,111 shares
    Change vs previous 13F -239 shares

    0.02% of the 13F portfolio, value $1,221,167.

    13F-HR 0001649451-25-000009 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).

  5. period ended2025-06-30
    13F 9,350 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $1,257,201.

    13F-HR 0001649451-25-000006 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).

  6. period ended2025-03-31
    13F 9,337 shares
    Change vs previous 13F +556 shares

    0.02% of the 13F portfolio, value $1,286,732.

    13F-HR 0001649451-25-000004 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).

  7. period ended2024-12-31
    13F 8,781 shares
    Change vs previous 13F +4,819 shares

    0.02% of the 13F portfolio, value $1,110,533.

    13F-HR 0001649451-25-000002 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).

  8. period ended2024-09-30
    13F 3,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $511,296.

    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).