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Kestra Advisory Services, LLC: IOO position timeline

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

Kestra Advisory Services, LLC held 94,091 IOO 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 94,091 shares
    Change vs previous 13F -23,985 shares

    0.03% of the 13F portfolio, value $12,852,734.

    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: 40,736 shares
    • Kestra Advisory Services, LLC: 53,355 shares

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

  2. period ended2026-03-31
    13F 118,076 shares
    Change vs previous 13F -14,829 shares

    0.04% of the 13F portfolio, value $14,283,602.

    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: 50,590 shares
    • Kestra Advisory Services, LLC: 67,486 shares

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

  3. period ended2025-12-31
    13F 132,905 shares
    Change vs previous 13F -24,616 shares

    0.05% of the 13F portfolio, value $16,835,039.

    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: 63,545 shares
    • Kestra Advisory Services, LLC: 69,360 shares

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

  4. period ended2025-09-30
    13F 157,521 shares
    Change vs previous 13F -37,507 shares

    0.06% of the 13F portfolio, value $18,904,059.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,375 shares
    • Kestra Advisory Services, LLC: 76,146 shares

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

  5. period ended2025-06-30
    13F 195,028 shares
    Change vs previous 13F +16,910 shares

    0.08% of the 13F portfolio, value $21,025,954.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,589 shares
    • Kestra Advisory Services, LLC: 94,439 shares

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

  6. period ended2025-03-31
    13F 178,118 shares
    Change vs previous 13F -15,220 shares

    0.06% of the 13F portfolio, value $17,150,982.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 115,377 shares
    • Kestra Advisory Services, LLC: 62,741 shares

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

  7. period ended2024-12-31
    13F 193,338 shares
    Change vs previous 13F +92,953 shares

    0.08% of the 13F portfolio, value $19,482,691.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 118,649 shares
    • Kestra Advisory Services, LLC: 74,689 shares

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

  8. period ended2024-09-30
    13F 100,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,954,148.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,599 shares
    • Kestra Advisory Services, LLC: 42,786 shares

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