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Kestra Advisory Services, LLC: ITA position timeline

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

Kestra Advisory Services, LLC held 87,716 ITA 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 87,716 shares
    Change vs previous 13F -8,545 shares

    0.05% of the 13F portfolio, value $21,264,338.

    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: 13,528 shares
    • Kestra Advisory Services, LLC: 72,782 shares
    • Kestra Investment Management, LLC: 1,406 shares

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

  2. period ended2026-03-31
    13F 96,261 shares
    Change vs previous 13F +6,352 shares

    0.06% of the 13F portfolio, value $21,057,093.

    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: 19,324 shares
    • Kestra Advisory Services, LLC: 76,937 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 89,909 shares
    Change vs previous 13F +6,566 shares

    0.05% of the 13F portfolio, value $19,302,439.

    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: 18,733 shares
    • Kestra Advisory Services, LLC: 70,044 shares
    • Kestra Investment Management, LLC: 1,132 shares

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

  4. period ended2025-09-30
    13F 83,343 shares
    Change vs previous 13F +13,503 shares

    0.05% of the 13F portfolio, value $17,440,263.

    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: 18,683 shares
    • Kestra Advisory Services, LLC: 63,304 shares
    • Kestra Investment Management, LLC: 1,356 shares

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

  5. period ended2025-06-30
    13F/A 69,840 shares
    Change vs previous 13F +1,066 shares

    0.04% of the 13F portfolio, value $13,174,661.

    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: 17,420 shares
    • Kestra Advisory Services, LLC: 51,092 shares
    • Kestra Investment Management, LLC: 1,328 shares

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

  6. period ended2025-03-31
    13F/A 68,774 shares
    Change vs previous 13F +5,402 shares

    0.04% of the 13F portfolio, value $10,529,299.

    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: 19,703 shares
    • Kestra Advisory Services, LLC: 49,071 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 63,372 shares
    Change vs previous 13F -689 shares

    0.03% of the 13F portfolio, value $9,211,126.

    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: 18,617 shares
    • Kestra Advisory Services, LLC: 44,627 shares
    • Kestra Investment Management, LLC: 128 shares

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

  8. period ended2024-09-30
    13F 64,061 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,586,115.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,802 shares
    • Kestra Advisory Services, LLC: 46,259 shares

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