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Kestra Advisory Services, LLC: IGPT position timeline

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

Kestra Advisory Services, LLC held 36,533 IGPT 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 36,533 shares
    Change vs previous 13F -8,274 shares

    0.01% of the 13F portfolio, value $3,802,987.

    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: 30,044 shares
    • Kestra Advisory Services, LLC: 6,489 shares

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

  2. period ended2026-03-31
    13F 44,807 shares
    Change vs previous 13F +2,765 shares

    0.01% of the 13F portfolio, value $2,601,622.

    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: 38,815 shares
    • Kestra Advisory Services, LLC: 5,992 shares

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

  3. period ended2025-12-31
    13F 42,042 shares
    Change vs previous 13F +1,762 shares

    0.01% of the 13F portfolio, value $2,500,235.

    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: 36,882 shares
    • Kestra Advisory Services, LLC: 5,160 shares

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

  4. period ended2025-09-30
    13F 40,280 shares
    Change vs previous 13F +570 shares

    0.01% of the 13F portfolio, value $2,176,326.

    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: 35,162 shares
    • Kestra Advisory Services, LLC: 5,118 shares

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

  5. period ended2025-06-30
    13F 39,710 shares
    Change vs previous 13F -2,103 shares

    0.01% of the 13F portfolio, value $1,951,566.

    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: 34,831 shares
    • Kestra Advisory Services, LLC: 4,879 shares

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

  6. period ended2025-03-31
    13F 41,813 shares
    Change vs previous 13F +5,781 shares

    0.01% of the 13F portfolio, value $1,693,008.

    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: 33,660 shares
    • Kestra Advisory Services, LLC: 8,153 shares

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

  7. period ended2024-12-31
    13F 36,032 shares
    Change vs previous 13F -1,976 shares

    0.01% of the 13F portfolio, value $1,629,727.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,548 shares
    • Kestra Advisory Services, LLC: 8,484 shares

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

  8. period ended2024-09-30
    13F 38,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,729,366.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,072 shares
    • Kestra Advisory Services, LLC: 7,936 shares

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