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Kestra Advisory Services, LLC: IBB position timeline

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

Kestra Advisory Services, LLC held 54,918 IBB 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 54,918 shares
    Change vs previous 13F +281 shares

    0.03% of the 13F portfolio, value $10,444,791.

    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: 7,723 shares
    • Kestra Advisory Services, LLC: 47,195 shares

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

  2. period ended2026-03-31
    13F 54,637 shares
    Change vs previous 13F +5,770 shares

    0.03% of the 13F portfolio, value $9,225,445.

    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: 7,176 shares
    • Kestra Advisory Services, LLC: 47,461 shares

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

  3. period ended2025-12-31
    13F 48,867 shares
    Change vs previous 13F +3,403 shares

    0.03% of the 13F portfolio, value $8,247,262.

    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: 6,561 shares
    • Kestra Advisory Services, LLC: 42,306 shares

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

  4. period ended2025-09-30
    13F 45,464 shares
    Change vs previous 13F -3,356 shares

    0.02% of the 13F portfolio, value $6,563,579.

    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: 6,212 shares
    • Kestra Advisory Services, LLC: 39,252 shares

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

  5. period ended2025-06-30
    13F 48,820 shares
    Change vs previous 13F +4,109 shares

    0.02% of the 13F portfolio, value $6,176,270.

    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: 6,812 shares
    • Kestra Advisory Services, LLC: 42,008 shares

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

  6. period ended2025-03-31
    13F/A 44,711 shares
    Change vs previous 13F +819 shares

    0.02% of the 13F portfolio, value $5,718,537.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,534 shares
    • Kestra Advisory Services, LLC: 38,177 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 43,892 shares
    Change vs previous 13F -3,393 shares

    0.02% of the 13F portfolio, value $5,802,898.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,365 shares
    • Kestra Advisory Services, LLC: 37,474 shares
    • Kestra Investment Management, LLC: 53 shares

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

  8. period ended2024-09-30
    13F 47,285 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,884,765.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,081 shares
    • Kestra Advisory Services, LLC: 42,204 shares

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