Skip to content
Disclosery

Kestra Advisory Services, LLC: IFRA position timeline

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

Kestra Advisory Services, LLC held 63,797 IFRA 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 63,797 shares
    Change vs previous 13F -6,505 shares

    0.01% of the 13F portfolio, value $4,021,757.

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

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

  2. period ended2026-03-31
    13F 70,302 shares
    Change vs previous 13F +16,652 shares

    0.02% of the 13F portfolio, value $4,021,281.

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

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

  3. period ended2025-12-31
    13F 53,650 shares
    Change vs previous 13F -3,719 shares

    0.01% of the 13F portfolio, value $2,823,081.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 57,369 shares
    Change vs previous 13F -11,774 shares

    0.01% of the 13F portfolio, value $3,030,253.

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

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

  5. period ended2025-06-30
    13F/A 69,143 shares
    Change vs previous 13F -5,400 shares

    0.02% of the 13F portfolio, value $3,401,151.

    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: 69,143 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 74,543 shares
    Change vs previous 13F -348,066 shares

    0.01% of the 13F portfolio, value $3,359,653.

    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: 73,760 shares
    • Kestra Investment Management, LLC: 783 shares

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

  7. period ended2024-12-31
    13F 422,609 shares
    Change vs previous 13F +21,831 shares

    0.07% of the 13F portfolio, value $19,562,571.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,115 shares
    • Kestra Advisory Services, LLC: 90,019 shares
    • Kestra Investment Management, LLC: 327,475 shares

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

  8. period ended2024-09-30
    13F 400,778 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $18,824,535.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,285 shares
    • Kestra Advisory Services, LLC: 85,887 shares
    • Kestra Investment Management, LLC: 309,606 shares

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