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Kestra Advisory Services, LLC: ITOT position timeline

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

Kestra Advisory Services, LLC held 499,542 ITOT 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 499,542 shares
    Change vs previous 13F +6,449 shares

    0.2% of the 13F portfolio, value $82,059,726.

    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: 77,735 shares
    • Kestra Advisory Services, LLC: 421,807 shares

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

  2. period ended2026-03-31
    13F 493,093 shares
    Change vs previous 13F +41,123 shares

    0.2% of the 13F portfolio, value $70,231,205.

    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: 78,834 shares
    • Kestra Advisory Services, LLC: 414,259 shares

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

  3. period ended2025-12-31
    13F 451,970 shares
    Change vs previous 13F +13,711 shares

    0.21% of the 13F portfolio, value $67,203,533.

    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: 91,309 shares
    • Kestra Advisory Services, LLC: 360,661 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 438,259 shares
    Change vs previous 13F -8,190 shares

    0.19% of the 13F portfolio, value $63,832,308.

    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: 82,157 shares
    • Kestra Advisory Services, LLC: 354,327 shares
    • Kestra Investment Management, LLC: 1,775 shares

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

  5. period ended2025-06-30
    13F 446,449 shares
    Change vs previous 13F -575 shares

    0.22% of the 13F portfolio, value $60,288,512.

    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: 81,640 shares
    • Kestra Advisory Services, LLC: 364,809 shares

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

  6. period ended2025-03-31
    13F/A 447,024 shares
    Change vs previous 13F -21,689 shares

    0.2% of the 13F portfolio, value $54,541,398.

    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: 81,783 shares
    • Kestra Advisory Services, LLC: 365,241 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 468,713 shares
    Change vs previous 13F +44,487 shares

    0.23% of the 13F portfolio, value $60,285,866.

    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: 76,762 shares
    • Kestra Advisory Services, LLC: 390,695 shares
    • Kestra Investment Management, LLC: 1,256 shares

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

  8. period ended2024-09-30
    13F 424,226 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $53,291,244.

    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: 54,185 shares
    • Kestra Advisory Services, LLC: 370,041 shares

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