Kestra Advisory Services, LLC: IIPR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on IIPR, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 4,548 IIPR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,548 sharesChange vs previous 13F +4,548 shares
<0.01% of the 13F portfolio, value $281,905.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -3,119 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 3,119 sharesChange vs previous 13F +3,119 shares
<0.01% of the 13F portfolio, value $147,694.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,902 shares
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 3,902 sharesChange vs previous 13F -12,441 shares
0.01% of the 13F portfolio, value $215,468.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 3,902 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 16,343 sharesChange vs previous 13F -5,506 shares
<0.01% of the 13F portfolio, value $883,993.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 3,427 shares
- Kestra Investment Management, LLC: 12,916 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,849 sharesChange vs previous 13F -4,500 shares
0.01% of the 13F portfolio, value $1,456,017.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 7,047 shares
- Kestra Investment Management, LLC: 14,802 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,349 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $3,563,716.
13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,021 shares
- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 17,328 shares
Acceptance time not in the bulk data set (spec §4.2).