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Kestra Advisory Services, LLC: USIG position timeline

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

Kestra Advisory Services, LLC held 63,842 USIG 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 63,842 shares
    Change vs previous 13F -26,237 shares

    0.01% of the 13F portfolio, value $3,274,492.

    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: 24,427 shares
    • Kestra Advisory Services, LLC: 39,415 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 90,079 shares
    Change vs previous 13F -1,031,261 shares

    0.01% of the 13F portfolio, value $4,614,764.

    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: 30,482 shares
    • Kestra Advisory Services, LLC: 53,760 shares
    • Kestra Investment Management, LLC: 5,837 shares

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

  3. period ended2025-12-31
    13F 1,121,340 shares
    Change vs previous 13F +84,233 shares

    0.16% of the 13F portfolio, value $58,051,777.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,182 shares
    • Kestra Advisory Services, LLC: 77,459 shares
    • Kestra Investment Management, LLC: 1,014,699 shares

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

  4. period ended2025-09-30
    13F 1,037,107 shares
    Change vs previous 13F +104,031 shares

    0.16% of the 13F portfolio, value $54,157,749.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,723 shares
    • Kestra Advisory Services, LLC: 69,551 shares
    • Kestra Investment Management, LLC: 938,833 shares

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

  5. period ended2025-06-30
    13F/A 933,076 shares
    Change vs previous 13F +36,433 shares

    0.16% of the 13F portfolio, value $47,997,411.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,403 shares
    • Kestra Advisory Services, LLC: 86,521 shares
    • Kestra Investment Management, LLC: 817,152 shares

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

  6. period ended2025-03-31
    13F/A 896,643 shares
    Change vs previous 13F +250,643 shares

    0.15% of the 13F portfolio, value $45,800,524.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,166 shares
    • Kestra Advisory Services, LLC: 109,256 shares
    • Kestra Investment Management, LLC: 755,221 shares

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

  7. period ended2024-12-31
    13F 646,000 shares
    Change vs previous 13F +92,143 shares

    0.12% of the 13F portfolio, value $32,480,930.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,552 shares
    • Kestra Advisory Services, LLC: 112,492 shares
    • Kestra Investment Management, LLC: 505,956 shares

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

  8. period ended2024-09-30
    13F 553,857 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $29,121,805.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,051 shares
    • Kestra Advisory Services, LLC: 92,028 shares
    • Kestra Investment Management, LLC: 439,778 shares

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