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Kestra Advisory Services, LLC: INCM position timeline

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

Kestra Advisory Services, LLC held 153,378 INCM 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 153,378 shares
    Change vs previous 13F +27,602 shares

    0.01% of the 13F portfolio, value $4,442,307.

    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: 15,184 shares
    • Kestra Advisory Services, LLC: 138,194 shares

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

  2. period ended2026-03-31
    13F 125,776 shares
    Change vs previous 13F +38,176 shares

    0.01% of the 13F portfolio, value $3,631,570.

    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: 15,000 shares
    • Kestra Advisory Services, LLC: 110,776 shares

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

  3. period ended2025-12-31
    13F 87,600 shares
    Change vs previous 13F +2,991 shares

    0.01% of the 13F portfolio, value $2,456,317.

    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 84,609 shares
    Change vs previous 13F +20,607 shares

    0.01% of the 13F portfolio, value $2,347,052.

    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 64,002 shares
    Change vs previous 13F -1,721 shares

    0.01% of the 13F portfolio, value $1,731,251.

    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 65,723 shares
    Change vs previous 13F +13,824 shares

    0.01% of the 13F portfolio, value $1,750,203.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 51,899 shares
    Change vs previous 13F +10,658 shares

    0.01% of the 13F portfolio, value $1,354,564.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 41,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,120,935.

    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).