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Kestra Advisory Services, LLC: KIE position timeline

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

Kestra Advisory Services, LLC held 17,473 KIE 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 17,473 shares
    Change vs previous 13F -11,377 shares

    <0.01% of the 13F portfolio, value $1,065,663.

    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: 0 shares
    • Kestra Advisory Services, LLC: 17,473 shares

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

  2. period ended2026-03-31
    13F 28,850 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $1,586,778.

    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: 11,126 shares
    • Kestra Advisory Services, LLC: 17,724 shares

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

  3. period ended2025-12-31
    13F 28,583 shares
    Change vs previous 13F +796 shares

    0.01% of the 13F portfolio, value $1,719,231.

    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: 11,001 shares
    • Kestra Advisory Services, LLC: 17,582 shares

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

  4. period ended2025-09-30
    13F 27,787 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $1,648,296.

    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: 10,357 shares
    • Kestra Advisory Services, LLC: 17,430 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 29,361 shares
    Change vs previous 13F +2,411 shares

    0.01% of the 13F portfolio, value $1,754,032.

    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: 10,252 shares
    • Kestra Advisory Services, LLC: 18,949 shares
    • Kestra Investment Management, LLC: 160 shares

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

  6. period ended2025-03-31
    13F 26,950 shares
    Change vs previous 13F -404 shares

    0.01% of the 13F portfolio, value $1,631,283.

    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: 10,372 shares
    • Kestra Advisory Services, LLC: 16,578 shares

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

  7. period ended2024-12-31
    13F 27,354 shares
    Change vs previous 13F +10,270 shares

    0.01% of the 13F portfolio, value $1,546,048.

    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: 10,263 shares
    • Kestra Advisory Services, LLC: 17,091 shares

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

  8. period ended2024-09-30
    13F 17,084 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $969,520.

    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).