Skip to content
Disclosery

Kestra Advisory Services, LLC: ISEP position timeline

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

Kestra Advisory Services, LLC held 22,477 ISEP 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 22,477 shares
    Change vs previous 13F -9,737 shares

    <0.01% of the 13F portfolio, value $777,704.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 32,214 shares
    Change vs previous 13F +5,165 shares

    <0.01% of the 13F portfolio, value $1,056,297.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 27,049 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $881,643.

    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 27,049 shares
    Change vs previous 13F +4,752 shares

    <0.01% of the 13F portfolio, value $861,989.

    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 22,297 shares
    Change vs previous 13F +2,873 shares

    <0.01% of the 13F portfolio, value $689,310.

    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 19,424 shares
    Change vs previous 13F -4,183 shares

    <0.01% of the 13F portfolio, value $558,626.

    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 23,607 shares
    Change vs previous 13F -5,493 shares

    <0.01% of the 13F portfolio, value $650,498.

    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 29,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $843,318.

    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).