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Kestra Advisory Services, LLC: IJR position timeline

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

Kestra Advisory Services, LLC held 976,381 IJR 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 976,381 shares
    Change vs previous 13F +70,978 shares

    0.32% of the 13F portfolio, value $144,807,056.

    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: 107,230 shares
    • Kestra Advisory Services, LLC: 867,164 shares
    • Kestra Investment Management, LLC: 1,987 shares

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

  2. period ended2026-03-31
    13F 905,403 shares
    Change vs previous 13F +103,214 shares

    0.28% of the 13F portfolio, value $112,550,586.

    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: 109,775 shares
    • Kestra Advisory Services, LLC: 793,097 shares
    • Kestra Investment Management, LLC: 2,531 shares

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

  3. period ended2025-12-31
    13F 802,189 shares
    Change vs previous 13F +12,515 shares

    0.27% of the 13F portfolio, value $96,407,077.

    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: 101,204 shares
    • Kestra Advisory Services, LLC: 698,563 shares
    • Kestra Investment Management, LLC: 2,422 shares

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

  4. period ended2025-09-30
    13F 789,674 shares
    Change vs previous 13F +43,085 shares

    0.28% of the 13F portfolio, value $93,836,920.

    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: 97,207 shares
    • Kestra Advisory Services, LLC: 690,742 shares
    • Kestra Investment Management, LLC: 1,725 shares

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

  5. period ended2025-06-30
    13F 746,589 shares
    Change vs previous 13F -137,076 shares

    0.3% of the 13F portfolio, value $81,594,740.

    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: 105,329 shares
    • Kestra Advisory Services, LLC: 641,260 shares

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

  6. period ended2025-03-31
    13F/A 883,665 shares
    Change vs previous 13F -265,293 shares

    0.35% of the 13F portfolio, value $92,404,849.

    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: 110,893 shares
    • Kestra Advisory Services, LLC: 772,772 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,148,958 shares
    Change vs previous 13F -121,937 shares

    0.5% of the 13F portfolio, value $132,383,074.

    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: 106,096 shares
    • Kestra Advisory Services, LLC: 1,040,297 shares
    • Kestra Investment Management, LLC: 2,565 shares

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

  8. period ended2024-09-30
    13F 1,270,895 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $148,643,822.

    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: 98,748 shares
    • Kestra Advisory Services, LLC: 1,169,357 shares
    • Kestra Investment Management, LLC: 2,790 shares

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