Kestra Advisory Services, LLC: IBDR position timeline

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

Kestra Advisory Services, LLC held 1,307,176 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,307,176 shares
Change vs previous 13F +108,255 shares
0.08% of the 13F portfolio, value $31,672,869.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 144,695 shares
- Kestra Advisory Services, LLC: 1,162,481 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,198,921 shares
Change vs previous 13F +188,359 shares
0.08% of the 13F portfolio, value $29,061,849.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 166,266 shares
- Kestra Advisory Services, LLC: 1,032,655 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,010,562 shares
Change vs previous 13F +142,367 shares
0.08% of the 13F portfolio, value $24,485,918.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 159,018 shares
- Kestra Advisory Services, LLC: 851,544 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 868,195 shares
Change vs previous 13F +41,342 shares
0.07% of the 13F portfolio, value $21,097,162.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 121,805 shares
- Kestra Advisory Services, LLC: 746,390 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 826,853 shares
Change vs previous 13F +132,496 shares
0.07% of the 13F portfolio, value $20,051,195.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 103,708 shares
- Kestra Advisory Services, LLC: 723,145 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 694,357 shares
Change vs previous 13F +91,410 shares
0.06% of the 13F portfolio, value $16,810,383.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 91,289 shares
- Kestra Advisory Services, LLC: 603,068 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 602,947 shares
Change vs previous 13F +92,702 shares
0.05% of the 13F portfolio, value $14,512,945.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 49,818 shares
- Kestra Advisory Services, LLC: 552,965 shares
- Kestra Investment Management, LLC: 164 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 510,245 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $12,398,950.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 47,750 shares
- Kestra Advisory Services, LLC: 462,495 shares
Acceptance time not in the bulk data set (spec §4.2).