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Kestra Advisory Services, LLC: IIM position timeline

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

Kestra Advisory Services, LLC held 15,108 IIM 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 15,108 shares
    Change vs previous 13F -6,445 shares

    <0.01% of the 13F portfolio, value $192,321.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 21,553 shares
    Change vs previous 13F +14,882 shares

    <0.01% of the 13F portfolio, value $262,088.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 6,671 shares
    Change vs previous 13F -24,136 shares

    <0.01% of the 13F portfolio, value $82,188.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 30,807 shares
    Change vs previous 13F -3,717 shares

    <0.01% of the 13F portfolio, value $386,633.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 34,524 shares
    Change vs previous 13F +2,868 shares

    <0.01% of the 13F portfolio, value $401,862.

    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 31,656 shares
    Change vs previous 13F -8,750 shares

    <0.01% of the 13F portfolio, value $378,922.

    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 40,406 shares
    Change vs previous 13F -13,461 shares

    <0.01% of the 13F portfolio, value $480,427.

    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 53,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $693,805.

    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).