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Kestra Advisory Services, LLC → INTA
Kestra Advisory Services, LLC INTA Position History
Intapp, Inc. • Technology
Quarters held
3
Latest value
$235K
Q3 2026
Peak value
$381K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $222K |
| Q4 2025 | $381K |
| Q3 2026 | $235K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $235K | 6.5K | — | — |
| Q4 2025 | $381K | 8.3K | — | — |
| Q3 2025 | $222K | 5.4K | — | — |