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Kestra Advisory Services, LLC: TIPX position timeline

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

Kestra Advisory Services, LLC held 46,477 TIPX 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 46,477 shares
    Change vs previous 13F -7,277 shares

    <0.01% of the 13F portfolio, value $879,803.

    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 53,754 shares
    Change vs previous 13F +8,472 shares

    <0.01% of the 13F portfolio, value $1,031,546.

    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 45,282 shares
    Change vs previous 13F -1,279 shares

    <0.01% of the 13F portfolio, value $863,986.

    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 46,561 shares
    Change vs previous 13F +4,562 shares

    <0.01% of the 13F portfolio, value $898,154.

    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 41,999 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $803,857.

    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 41,725 shares
    Change vs previous 13F +1,348 shares

    <0.01% of the 13F portfolio, value $800,703.

    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 40,377 shares
    Change vs previous 13F +4,561 shares

    <0.01% of the 13F portfolio, value $746,571.

    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 35,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $678,714.

    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).