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Kestra Advisory Services, LLC: IHDG position timeline

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

Kestra Advisory Services, LLC held 220,357 IHDG 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 220,357 shares
    Change vs previous 13F -62,634 shares

    0.03% of the 13F portfolio, value $11,542,269.

    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: 119,686 shares
    • Kestra Advisory Services, LLC: 100,671 shares

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

  2. period ended2026-03-31
    13F 282,991 shares
    Change vs previous 13F +37,207 shares

    0.04% of the 13F portfolio, value $13,626,040.

    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: 140,027 shares
    • Kestra Advisory Services, LLC: 142,964 shares

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

  3. period ended2025-12-31
    13F 245,784 shares
    Change vs previous 13F +2,098 shares

    0.04% of the 13F portfolio, value $11,959,851.

    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: 132,134 shares
    • Kestra Advisory Services, LLC: 113,650 shares

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

  4. period ended2025-09-30
    13F 243,686 shares
    Change vs previous 13F -277,716 shares

    0.04% of the 13F portfolio, value $11,229,069.

    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: 117,757 shares
    • Kestra Advisory Services, LLC: 125,929 shares

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

  5. period ended2025-06-30
    13F 521,402 shares
    Change vs previous 13F -23,793 shares

    0.09% of the 13F portfolio, value $23,489,157.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 102,935 shares
    • Kestra Advisory Services, LLC: 418,467 shares

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

  6. period ended2025-03-31
    13F 545,195 shares
    Change vs previous 13F -188,695 shares

    0.09% of the 13F portfolio, value $23,661,463.

    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: 77,412 shares
    • Kestra Advisory Services, LLC: 467,783 shares

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

  7. period ended2024-12-31
    13F 733,890 shares
    Change vs previous 13F +58,184 shares

    0.13% of the 13F portfolio, value $31,902,198.

    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: 40,020 shares
    • Kestra Advisory Services, LLC: 693,870 shares

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

  8. period ended2024-09-30
    13F 675,706 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $30,879,762.

    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: 32,990 shares
    • Kestra Advisory Services, LLC: 642,716 shares

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