Kestra Advisory Services, LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,186 | 6,671 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $386,627 | 30,807 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $401,859 | 34,524 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $378,922 | 31,656 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $480,427 | 40,406 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $693,806 | 53,867 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $862,788 | 69,918 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $686,916 | 57,243 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $488,613 | 41,655 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $367,972 | 35,382 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $524,347 | 44,361 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $680,040 | 55,741 | Shares | Sole | 2023-05-12 |
| 2022-03-31 | $357,770 | 25,665 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $423,887 | 24,876 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $461,148 | 28,274 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $263,279 | 15,966 | Shares | Sole | 2022-07-26 |
| 2020-12-31 | $579,143 | 37,006 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $257,601 | 17,512 | Shares | Sole | 2022-07-29 |