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Kestra Advisory Services, LLC: IGSB position timeline

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

Kestra Advisory Services, LLC held 736,226 IGSB 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 736,226 shares
    Change vs previous 13F -289,747 shares

    0.09% of the 13F portfolio, value $38,585,633.

    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: 61,367 shares
    • Kestra Advisory Services, LLC: 670,567 shares
    • Kestra Investment Management, LLC: 4,292 shares

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

  2. period ended2026-03-31
    13F 1,025,973 shares
    Change vs previous 13F +324,786 shares

    0.13% of the 13F portfolio, value $53,925,179.

    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: 54,875 shares
    • Kestra Advisory Services, LLC: 966,218 shares
    • Kestra Investment Management, LLC: 4,880 shares

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

  3. period ended2025-12-31
    13F 701,187 shares
    Change vs previous 13F -1,067,324 shares

    0.1% of the 13F portfolio, value $37,078,754.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,897 shares
    • Kestra Advisory Services, LLC: 294,765 shares
    • Kestra Investment Management, LLC: 355,525 shares

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

  4. period ended2025-09-30
    13F 1,768,511 shares
    Change vs previous 13F +279,525 shares

    0.28% of the 13F portfolio, value $93,784,141.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,236 shares
    • Kestra Advisory Services, LLC: 458,117 shares
    • Kestra Investment Management, LLC: 1,257,158 shares

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

  5. period ended2025-06-30
    13F/A 1,488,986 shares
    Change vs previous 13F +280,393 shares

    0.26% of the 13F portfolio, value $78,558,936.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,777 shares
    • Kestra Advisory Services, LLC: 298,993 shares
    • Kestra Investment Management, LLC: 1,151,216 shares

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

  6. period ended2025-03-31
    13F/A 1,208,593 shares
    Change vs previous 13F +1,085,784 shares

    0.21% of the 13F portfolio, value $63,294,017.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,315 shares
    • Kestra Advisory Services, LLC: 141,432 shares
    • Kestra Investment Management, LLC: 1,034,846 shares

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

  7. period ended2024-12-31
    13F 122,809 shares
    Change vs previous 13F -109,546 shares

    0.03% of the 13F portfolio, value $6,349,225.

    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: 22,333 shares
    • Kestra Advisory Services, LLC: 100,476 shares

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

  8. period ended2024-09-30
    13F 232,355 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,235,838.

    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: 14,939 shares
    • Kestra Advisory Services, LLC: 217,416 shares

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