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Kestra Advisory Services, LLC: IBD position timeline

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

Kestra Advisory Services, LLC held 88,211 IBD 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 88,211 shares
    Change vs previous 13F +7,973 shares

    0.01% of the 13F portfolio, value $2,096,785.

    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 80,238 shares
    Change vs previous 13F +7,321 shares

    0.01% of the 13F portfolio, value $1,914,235.

    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 72,917 shares
    Change vs previous 13F +20,917 shares

    0.01% of the 13F portfolio, value $1,764,593.

    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 52,000 shares
    Change vs previous 13F +27,632 shares

    0.01% of the 13F portfolio, value $1,255,794.

    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 24,368 shares
    Change vs previous 13F -7,558 shares

    <0.01% of the 13F portfolio, value $585,067.

    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 31,926 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $758,243.

    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 32,367 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $758,682.

    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 32,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $778,835.

    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).