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Kestra Advisory Services, LLC: IGM position timeline

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

Kestra Advisory Services, LLC held 41,894 IGM 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 41,894 shares
    Change vs previous 13F +1,261 shares

    0.02% of the 13F portfolio, value $6,852,962.

    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: 1,389 shares
    • Kestra Advisory Services, LLC: 40,505 shares

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

  2. period ended2026-03-31
    13F 40,633 shares
    Change vs previous 13F -9,052 shares

    0.02% of the 13F portfolio, value $4,815,470.

    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: 0 shares
    • Kestra Advisory Services, LLC: 40,633 shares

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

  3. period ended2025-12-31
    13F 49,685 shares
    Change vs previous 13F -4,181 shares

    0.02% of the 13F portfolio, value $6,417,355.

    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: 1,582 shares
    • Kestra Advisory Services, LLC: 48,103 shares

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

  4. period ended2025-09-30
    13F 53,866 shares
    Change vs previous 13F +6,629 shares

    0.02% of the 13F portfolio, value $6,784,460.

    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: 1,657 shares
    • Kestra Advisory Services, LLC: 52,209 shares

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

  5. period ended2025-06-30
    13F 47,237 shares
    Change vs previous 13F +13,045 shares

    0.03% of the 13F portfolio, value $5,306,560.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 34,192 shares
    Change vs previous 13F +5,174 shares

    0.02% of the 13F portfolio, value $3,100,189.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 29,018 shares
    Change vs previous 13F +13,068 shares

    0.02% of the 13F portfolio, value $2,962,448.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 15,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,530,287.

    13F-HR 0001830819-24-000009 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).