Skip to content
Disclosery

Kestra Advisory Services, LLC: ICE position timeline

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

Kestra Advisory Services, LLC held 144,622 ICE 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 144,622 shares
    Change vs previous 13F +25,624 shares

    0.04% of the 13F portfolio, value $17,804,501.

    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: 75,573 shares
    • Kestra Advisory Services, LLC: 69,049 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 118,998 shares
    Change vs previous 13F +9,868 shares

    0.05% of the 13F portfolio, value $18,716,054.

    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: 78,096 shares
    • Kestra Advisory Services, LLC: 39,258 shares
    • Kestra Investment Management, LLC: 1,644 shares

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

  3. period ended2025-12-31
    13F 109,130 shares
    Change vs previous 13F +10,608 shares

    0.05% of the 13F portfolio, value $17,674,727.

    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: 74,531 shares
    • Kestra Advisory Services, LLC: 33,270 shares
    • Kestra Investment Management, LLC: 1,329 shares

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

  4. period ended2025-09-30
    13F 98,522 shares
    Change vs previous 13F -7,502 shares

    0.06% of the 13F portfolio, value $16,599,088.

    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: 73,184 shares
    • Kestra Advisory Services, LLC: 25,338 shares

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

  5. period ended2025-06-30
    13F/A 106,024 shares
    Change vs previous 13F +2,533 shares

    0.07% of the 13F portfolio, value $19,452,286.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,874 shares
    • Kestra Advisory Services, LLC: 30,150 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 103,491 shares
    Change vs previous 13F -4,477 shares

    0.06% of the 13F portfolio, value $17,852,198.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,453 shares
    • Kestra Advisory Services, LLC: 27,948 shares
    • Kestra Investment Management, LLC: 90 shares

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

  7. period ended2024-12-31
    13F 107,968 shares
    Change vs previous 13F +10,129 shares

    0.06% of the 13F portfolio, value $16,088,312.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 73,970 shares
    • Kestra Advisory Services, LLC: 33,182 shares
    • Kestra Investment Management, LLC: 816 shares

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

  8. period ended2024-09-30
    13F 97,839 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,716,865.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,183 shares
    • Kestra Advisory Services, LLC: 28,656 shares

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