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Kestra Advisory Services, LLC: IHI position timeline

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

Kestra Advisory Services, LLC held 84,598 IHI 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 84,598 shares
    Change vs previous 13F +14,680 shares

    0.01% of the 13F portfolio, value $4,180,005.

    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: 19,808 shares
    • Kestra Advisory Services, LLC: 64,790 shares

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

  2. period ended2026-03-31
    13F 69,918 shares
    Change vs previous 13F +4,631 shares

    0.01% of the 13F portfolio, value $3,730,156.

    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: 29,675 shares
    • Kestra Advisory Services, LLC: 40,243 shares

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

  3. period ended2025-12-31
    13F 65,287 shares
    Change vs previous 13F -1,670 shares

    0.01% of the 13F portfolio, value $4,057,610.

    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: 28,666 shares
    • Kestra Advisory Services, LLC: 36,621 shares

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

  4. period ended2025-09-30
    13F 66,957 shares
    Change vs previous 13F -5,761 shares

    0.01% of the 13F portfolio, value $4,022,812.

    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: 31,208 shares
    • Kestra Advisory Services, LLC: 35,749 shares

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

  5. period ended2025-06-30
    13F 72,718 shares
    Change vs previous 13F -7,171 shares

    0.02% of the 13F portfolio, value $4,555,037.

    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: 34,617 shares
    • Kestra Advisory Services, LLC: 38,101 shares

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

  6. period ended2025-03-31
    13F 79,889 shares
    Change vs previous 13F -3,896 shares

    0.02% of the 13F portfolio, value $4,808,519.

    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: 33,032 shares
    • Kestra Advisory Services, LLC: 46,857 shares

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

  7. period ended2024-12-31
    13F 83,785 shares
    Change vs previous 13F -26,241 shares

    0.02% of the 13F portfolio, value $4,888,854.

    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: 33,738 shares
    • Kestra Advisory Services, LLC: 50,047 shares

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

  8. period ended2024-09-30
    13F 110,026 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,515,713.

    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: 32,040 shares
    • Kestra Advisory Services, LLC: 77,986 shares

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