Skip to content
Disclosery

Kestra Advisory Services, LLC: IEF position timeline

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

Kestra Advisory Services, LLC held 431,963 IEF 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 431,963 shares
    Change vs previous 13F -3,538 shares

    0.1% of the 13F portfolio, value $40,850,707.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,326 shares
    • Kestra Advisory Services, LLC: 395,637 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 435,501 shares
    Change vs previous 13F +31,177 shares

    0.1% of the 13F portfolio, value $41,564,226.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,359 shares
    • Kestra Advisory Services, LLC: 394,006 shares
    • Kestra Investment Management, LLC: 7,136 shares

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

  3. period ended2025-12-31
    13F 404,324 shares
    Change vs previous 13F -6,022 shares

    0.11% of the 13F portfolio, value $38,879,827.

    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: 31,962 shares
    • Kestra Advisory Services, LLC: 364,130 shares
    • Kestra Investment Management, LLC: 8,232 shares

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

  4. period ended2025-09-30
    13F 410,346 shares
    Change vs previous 13F +287,907 shares

    0.12% of the 13F portfolio, value $39,582,002.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,178 shares
    • Kestra Advisory Services, LLC: 367,757 shares
    • Kestra Investment Management, LLC: 8,411 shares

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

  5. period ended2025-06-30
    13F/A 122,439 shares
    Change vs previous 13F +48,089 shares

    0.04% of the 13F portfolio, value $11,725,960.

    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: 38,143 shares
    • Kestra Advisory Services, LLC: 78,202 shares
    • Kestra Investment Management, LLC: 6,094 shares

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

  6. period ended2025-03-31
    13F/A 74,350 shares
    Change vs previous 13F -275,008 shares

    0.03% of the 13F portfolio, value $7,090,759.

    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: 45,906 shares
    • Kestra Advisory Services, LLC: 28,444 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 349,358 shares
    Change vs previous 13F -40,886 shares

    0.12% of the 13F portfolio, value $32,298,156.

    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: 40,687 shares
    • Kestra Advisory Services, LLC: 308,671 shares
    • Kestra Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 390,244 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $38,290,782.

    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: 46,301 shares
    • Kestra Advisory Services, LLC: 343,943 shares

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