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Kestra Advisory Services, LLC: KIM position timeline

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

Kestra Advisory Services, LLC held 252,009 KIM 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 252,009 shares
    Change vs previous 13F +21,169 shares

    0.02% of the 13F portfolio, value $6,388,437.

    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: 22,310 shares
    • Kestra Advisory Services, LLC: 229,699 shares

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

  2. period ended2026-03-31
    13F 230,840 shares
    Change vs previous 13F +12,657 shares

    0.02% of the 13F portfolio, value $5,186,977.

    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: 22,086 shares
    • Kestra Advisory Services, LLC: 208,754 shares

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

  3. period ended2025-12-31
    13F 218,183 shares
    Change vs previous 13F +4,493 shares

    0.01% of the 13F portfolio, value $4,422,567.

    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: 22,653 shares
    • Kestra Advisory Services, LLC: 195,530 shares

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

  4. period ended2025-09-30
    13F 213,690 shares
    Change vs previous 13F +61,743 shares

    0.02% of the 13F portfolio, value $4,669,139.

    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: 23,129 shares
    • Kestra Advisory Services, LLC: 190,561 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 151,947 shares
    Change vs previous 13F +19,555 shares

    0.01% of the 13F portfolio, value $3,193,936.

    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: 11,934 shares
    • Kestra Advisory Services, LLC: 138,346 shares
    • Kestra Investment Management, LLC: 1,667 shares

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

  6. period ended2025-03-31
    13F/A 132,392 shares
    Change vs previous 13F +19,313 shares

    0.01% of the 13F portfolio, value $2,812,007.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 130,690 shares
    • Kestra Investment Management, LLC: 1,702 shares

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

  7. period ended2024-12-31
    13F 113,079 shares
    Change vs previous 13F +113,079 shares

    0.01% of the 13F portfolio, value $2,649,441.

    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 0 shares
    Change vs previous 13F not available

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

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

    Exited: the 13F for this period no longer lists the position.