Kestra Advisory Services, LLC: ICLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ICLR, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 3,808 ICLR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,808 sharesChange vs previous 13F +54 shares
<0.01% of the 13F portfolio, value $661,488.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,754 sharesChange vs previous 13F -904 shares
<0.01% of the 13F portfolio, value $415,418.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,658 sharesChange vs previous 13F -644 shares
<0.01% of the 13F portfolio, value $848,690.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,302 sharesChange vs previous 13F +2,033 shares
<0.01% of the 13F portfolio, value $927,763.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 3,269 sharesChange vs previous 13F -345 shares
<0.01% of the 13F portfolio, value $475,476.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 3,269 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,614 sharesChange vs previous 13F -1,557 shares
<0.01% of the 13F portfolio, value $632,414.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 3,569 shares
- Kestra Investment Management, LLC: 45 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,171 sharesChange vs previous 13F -1,808 shares
<0.01% of the 13F portfolio, value $1,084,411.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,024 shares
- Kestra Advisory Services, LLC: 3,908 shares
- Kestra Investment Management, LLC: 239 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,979 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,005,136.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,610 shares
- Kestra Advisory Services, LLC: 4,369 shares
Acceptance time not in the bulk data set (spec §4.2).