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Kestra Advisory Services, LLC: IMCV position timeline

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

Kestra Advisory Services, LLC held 25,445 IMCV 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 25,445 shares
    Change vs previous 13F -3,491 shares

    0.01% of the 13F portfolio, value $2,325,137.

    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: 0 shares
    • Kestra Advisory Services, LLC: 25,445 shares

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

  2. period ended2026-03-31
    13F 28,936 shares
    Change vs previous 13F +16,879 shares

    0.01% of the 13F portfolio, value $2,453,338.

    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: 3,630 shares
    • Kestra Advisory Services, LLC: 25,306 shares

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

  3. period ended2025-12-31
    13F 12,057 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $992,694.

    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: 3,625 shares
    • Kestra Advisory Services, LLC: 8,432 shares

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

  4. period ended2025-09-30
    13F 12,296 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $987,925.

    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: 3,617 shares
    • Kestra Advisory Services, LLC: 8,679 shares

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

  5. period ended2025-06-30
    13F 11,358 shares
    Change vs previous 13F +1,396 shares

    <0.01% of the 13F portfolio, value $862,992.

    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: 3,796 shares
    • Kestra Advisory Services, LLC: 7,562 shares

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

  6. period ended2025-03-31
    13F 9,962 shares
    Change vs previous 13F -954 shares

    <0.01% of the 13F portfolio, value $739,080.

    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: 4,471 shares
    • Kestra Advisory Services, LLC: 5,491 shares

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

  7. period ended2024-12-31
    13F 10,916 shares
    Change vs previous 13F +2,521 shares

    <0.01% of the 13F portfolio, value $810,622.

    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: 5,444 shares
    • Kestra Advisory Services, LLC: 5,472 shares

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

  8. period ended2024-09-30
    13F 8,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $643,420.

    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: 2,946 shares
    • Kestra Advisory Services, LLC: 5,449 shares

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