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Kestra Advisory Services, LLC: IEI position timeline

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

Kestra Advisory Services, LLC held 119,260 IEI 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 119,260 shares
    Change vs previous 13F -5,278 shares

    0.03% of the 13F portfolio, value $14,007,163.

    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: 81,484 shares
    • Kestra Advisory Services, LLC: 37,776 shares

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

  2. period ended2026-03-31
    13F 124,538 shares
    Change vs previous 13F -7,973 shares

    0.04% of the 13F portfolio, value $14,770,208.

    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: 81,764 shares
    • Kestra Advisory Services, LLC: 42,774 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 132,511 shares
    Change vs previous 13F -5,185 shares

    0.04% of the 13F portfolio, value $15,815,207.

    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: 79,769 shares
    • Kestra Advisory Services, LLC: 48,077 shares
    • Kestra Investment Management, LLC: 4,665 shares

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

  4. period ended2025-09-30
    13F 137,696 shares
    Change vs previous 13F -7,141 shares

    0.05% of the 13F portfolio, value $16,456,148.

    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: 80,446 shares
    • Kestra Advisory Services, LLC: 52,568 shares
    • Kestra Investment Management, LLC: 4,682 shares

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

  5. period ended2025-06-30
    13F/A 144,837 shares
    Change vs previous 13F +6,881 shares

    0.06% of the 13F portfolio, value $17,248,644.

    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: 88,533 shares
    • Kestra Advisory Services, LLC: 53,191 shares
    • Kestra Investment Management, LLC: 3,113 shares

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

  6. period ended2025-03-31
    13F/A 137,956 shares
    Change vs previous 13F +27,689 shares

    0.06% of the 13F portfolio, value $16,297,432.

    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: 74,605 shares
    • Kestra Advisory Services, LLC: 63,351 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 110,267 shares
    Change vs previous 13F +10,554 shares

    0.05% of the 13F portfolio, value $12,741,352.

    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: 53,641 shares
    • Kestra Advisory Services, LLC: 54,629 shares
    • Kestra Investment Management, LLC: 1,997 shares

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

  8. period ended2024-09-30
    13F 99,713 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,926,233.

    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: 45,963 shares
    • Kestra Advisory Services, LLC: 50,886 shares
    • Kestra Investment Management, LLC: 2,864 shares

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