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Kestra Advisory Services, LLC: IEFA position timeline

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

Kestra Advisory Services, LLC held 1,348,829 IEFA 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 1,348,829 shares
    Change vs previous 13F -10,907 shares

    0.29% of the 13F portfolio, value $130,269,795.

    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: 448,670 shares
    • Kestra Advisory Services, LLC: 861,731 shares
    • Kestra Investment Management, LLC: 38,428 shares

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

  2. period ended2026-03-31
    13F 1,359,736 shares
    Change vs previous 13F +130,682 shares

    0.31% of the 13F portfolio, value $123,096,927.

    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: 444,614 shares
    • Kestra Advisory Services, LLC: 876,033 shares
    • Kestra Investment Management, LLC: 39,089 shares

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

  3. period ended2025-12-31
    13F 1,229,054 shares
    Change vs previous 13F +79,388 shares

    0.3% of the 13F portfolio, value $109,951,220.

    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: 396,467 shares
    • Kestra Advisory Services, LLC: 797,439 shares
    • Kestra Investment Management, LLC: 35,148 shares

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

  4. period ended2025-09-30
    13F 1,149,666 shares
    Change vs previous 13F +55,730 shares

    0.3% of the 13F portfolio, value $100,377,408.

    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: 379,363 shares
    • Kestra Advisory Services, LLC: 733,608 shares
    • Kestra Investment Management, LLC: 36,695 shares

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

  5. period ended2025-06-30
    13F/A 1,093,936 shares
    Change vs previous 13F +71,987 shares

    0.3% of the 13F portfolio, value $91,321,738.

    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: 384,309 shares
    • Kestra Advisory Services, LLC: 677,410 shares
    • Kestra Investment Management, LLC: 32,217 shares

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

  6. period ended2025-03-31
    13F/A 1,021,949 shares
    Change vs previous 13F -64,532 shares

    0.26% of the 13F portfolio, value $77,310,442.

    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: 356,713 shares
    • Kestra Advisory Services, LLC: 642,495 shares
    • Kestra Investment Management, LLC: 22,741 shares

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

  7. period ended2024-12-31
    13F 1,086,481 shares
    Change vs previous 13F +62,047 shares

    0.29% of the 13F portfolio, value $76,357,899.

    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: 328,899 shares
    • Kestra Advisory Services, LLC: 739,167 shares
    • Kestra Investment Management, LLC: 18,415 shares

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

  8. period ended2024-09-30
    13F 1,024,434 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $79,957,106.

    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: 314,328 shares
    • Kestra Advisory Services, LLC: 697,043 shares
    • Kestra Investment Management, LLC: 13,063 shares

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