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Kestra Advisory Services, LLC: IRM position timeline

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

Kestra Advisory Services, LLC held 115,394 IRM 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 115,394 shares
    Change vs previous 13F -1,086 shares

    0.04% of the 13F portfolio, value $14,575,420.

    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: 15,295 shares
    • Kestra Advisory Services, LLC: 100,099 shares

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

  2. period ended2026-03-31
    13F 116,480 shares
    Change vs previous 13F +932 shares

    0.03% of the 13F portfolio, value $11,897,243.

    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: 15,153 shares
    • Kestra Advisory Services, LLC: 101,327 shares

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

  3. period ended2025-12-31
    13F 115,548 shares
    Change vs previous 13F -1,445 shares

    0.03% of the 13F portfolio, value $9,584,750.

    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: 14,452 shares
    • Kestra Advisory Services, LLC: 101,096 shares

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

  4. period ended2025-09-30
    13F 116,993 shares
    Change vs previous 13F +13,249 shares

    0.04% of the 13F portfolio, value $11,926,309.

    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: 13,984 shares
    • Kestra Advisory Services, LLC: 103,009 shares

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

  5. period ended2025-06-30
    13F 103,744 shares
    Change vs previous 13F +1,207 shares

    0.04% of the 13F portfolio, value $10,641,070.

    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: 14,827 shares
    • Kestra Advisory Services, LLC: 88,917 shares

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

  6. period ended2025-03-31
    13F/A 102,537 shares
    Change vs previous 13F +5,562 shares

    0.03% of the 13F portfolio, value $8,822,283.

    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: 14,537 shares
    • Kestra Advisory Services, LLC: 88,000 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 96,975 shares
    Change vs previous 13F +81,184 shares

    0.04% of the 13F portfolio, value $10,193,042.

    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: 12,677 shares
    • Kestra Advisory Services, LLC: 84,198 shares
    • Kestra Investment Management, LLC: 100 shares

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

  8. period ended2024-09-30
    13F 15,791 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,885,835.

    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: 13,211 shares
    • Kestra Advisory Services, LLC: 2,580 shares

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