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Kestra Advisory Services, LLC: IRT position timeline

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

Kestra Advisory Services, LLC held 223,869 IRT 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 223,869 shares
    Change vs previous 13F -21,523 shares

    0.01% of the 13F portfolio, value $3,736,383.

    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: 51,295 shares
    • Kestra Advisory Services, LLC: 172,574 shares

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

  2. period ended2026-03-31
    13F 245,392 shares
    Change vs previous 13F +87,079 shares

    0.01% of the 13F portfolio, value $3,653,882.

    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: 55,410 shares
    • Kestra Advisory Services, LLC: 189,982 shares

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

  3. period ended2025-12-31
    13F 158,313 shares
    Change vs previous 13F -3,865 shares

    0.01% of the 13F portfolio, value $2,767,318.

    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: 60,721 shares
    • Kestra Advisory Services, LLC: 97,592 shares

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

  4. period ended2025-09-30
    13F 162,178 shares
    Change vs previous 13F -105,504 shares

    0.01% of the 13F portfolio, value $2,658,095.

    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: 62,239 shares
    • Kestra Advisory Services, LLC: 99,939 shares

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

  5. period ended2025-06-30
    13F 267,682 shares
    Change vs previous 13F -195,203 shares

    0.02% of the 13F portfolio, value $4,735,292.

    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: 62,050 shares
    • Kestra Advisory Services, LLC: 205,632 shares

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

  6. period ended2025-03-31
    13F 462,885 shares
    Change vs previous 13F +10,626 shares

    0.04% of the 13F portfolio, value $9,827,049.

    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: 62,081 shares
    • Kestra Advisory Services, LLC: 400,804 shares

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

  7. period ended2024-12-31
    13F 452,259 shares
    Change vs previous 13F +377,091 shares

    0.04% of the 13F portfolio, value $8,972,818.

    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: 62,705 shares
    • Kestra Advisory Services, LLC: 389,554 shares

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

  8. period ended2024-09-30
    13F 75,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,552,974.

    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: 65,290 shares
    • Kestra Advisory Services, LLC: 9,878 shares

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