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Kestra Advisory Services, LLC: INFL position timeline

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

Kestra Advisory Services, LLC held 244,925 INFL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,925 shares
    Change vs previous 13F +54,016 shares

    0.03% of the 13F portfolio, value $12,216,900.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,163 shares
    • Kestra Advisory Services, LLC: 8,244 shares
    • Kestra Investment Management, LLC: 155,518 shares

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

  2. period ended2026-03-31
    13F 190,909 shares
    Change vs previous 13F -13,739 shares

    0.07% of the 13F portfolio, value $9,938,747.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,508 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 146,401 shares

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

  3. period ended2025-12-31
    13F 204,648 shares
    Change vs previous 13F +23,231 shares

    0.03% of the 13F portfolio, value $9,098,662.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,823 shares
    • Kestra Advisory Services, LLC: 2,042 shares
    • Kestra Investment Management, LLC: 156,783 shares

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

  4. period ended2025-09-30
    13F 181,417 shares
    Change vs previous 13F +31,764 shares

    0.07% of the 13F portfolio, value $8,108,417.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,145 shares
    • Kestra Investment Management, LLC: 153,272 shares

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

  5. period ended2025-06-30
    13F/A 149,653 shares
    Change vs previous 13F -129,049 shares

    0.19% of the 13F portfolio, value $6,310,877.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, 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 278,702 shares
    Change vs previous 13F +278,702 shares

    0.35% of the 13F portfolio, value $11,329,237.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, 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 0 shares
    Change vs previous 13F -32,092 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 32,092 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,206,355.

    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).