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Kestra Advisory Services, LLC: IMO position timeline

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

Kestra Advisory Services, LLC held 7,851 IMO 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 7,851 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $884,357.

    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 8,907 shares
    Change vs previous 13F +219 shares

    <0.01% of the 13F portfolio, value $1,165,240.

    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 8,688 shares
    Change vs previous 13F +982 shares

    <0.01% of the 13F portfolio, value $749,863.

    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 7,706 shares
    Change vs previous 13F +999 shares

    <0.01% of the 13F portfolio, value $699,228.

    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 6,707 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $533,082.

    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/A 6,709 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $485,195.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,709 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,753 shares
    Change vs previous 13F +1,713 shares

    <0.01% of the 13F portfolio, value $415,994.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,715 shares
    • Kestra Investment Management, LLC: 38 shares

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

  8. period ended2024-09-30
    13F 5,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $355,095.

    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).