Skip to content
Disclosery

Kestra Advisory Services, LLC: IMCG position timeline

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

Kestra Advisory Services, LLC held 78,588 IMCG 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 78,588 shares
    Change vs previous 13F -4,299 shares

    0.02% of the 13F portfolio, value $7,725,145.

    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: 9,088 shares
    • Kestra Advisory Services, LLC: 69,500 shares

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

  2. period ended2026-03-31
    13F 82,887 shares
    Change vs previous 13F +11,316 shares

    0.02% of the 13F portfolio, value $6,529,052.

    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: 11,366 shares
    • Kestra Advisory Services, LLC: 71,521 shares

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

  3. period ended2025-12-31
    13F 71,571 shares
    Change vs previous 13F +1,191 shares

    0.02% of the 13F portfolio, value $5,714,254.

    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: 11,361 shares
    • Kestra Advisory Services, LLC: 60,210 shares

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

  4. period ended2025-09-30
    13F 70,380 shares
    Change vs previous 13F -2,068 shares

    0.02% of the 13F portfolio, value $5,822,491.

    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: 11,498 shares
    • Kestra Advisory Services, LLC: 58,882 shares

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

  5. period ended2025-06-30
    13F 72,448 shares
    Change vs previous 13F +38,186 shares

    0.02% of the 13F portfolio, value $5,812,471.

    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: 11,491 shares
    • Kestra Advisory Services, LLC: 60,957 shares

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

  6. period ended2025-03-31
    13F 34,262 shares
    Change vs previous 13F -985 shares

    0.01% of the 13F portfolio, value $2,447,335.

    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: 12,176 shares
    • Kestra Advisory Services, LLC: 22,086 shares

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

  7. period ended2024-12-31
    13F 35,247 shares
    Change vs previous 13F +1,798 shares

    0.01% of the 13F portfolio, value $2,662,206.

    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: 10,625 shares
    • Kestra Advisory Services, LLC: 24,622 shares

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

  8. period ended2024-09-30
    13F 33,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,440,762.

    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: 8,338 shares
    • Kestra Advisory Services, LLC: 25,111 shares

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