Kestra Advisory Services, LLC: IBDS position timeline

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

Kestra Advisory Services, LLC held 1,309,076 IBDS 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 1,309,076 shares
Change vs previous 13F +205,855 shares
0.08% of the 13F portfolio, value $31,705,803.
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: 145,523 shares
- Kestra Advisory Services, LLC: 1,163,553 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,103,221 shares
Change vs previous 13F +214,221 shares
0.08% of the 13F portfolio, value $26,742,070.
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: 99,257 shares
- Kestra Advisory Services, LLC: 1,003,964 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 889,000 shares
Change vs previous 13F +140,250 shares
0.07% of the 13F portfolio, value $21,584,918.
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: 86,927 shares
- Kestra Advisory Services, LLC: 802,073 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 748,750 shares
Change vs previous 13F +31,401 shares
0.06% of the 13F portfolio, value $18,224,565.
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: 67,543 shares
- Kestra Advisory Services, LLC: 681,207 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 717,349 shares
Change vs previous 13F +107,302 shares
0.06% of the 13F portfolio, value $17,410,052.
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: 59,818 shares
- Kestra Advisory Services, LLC: 657,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 610,047 shares
Change vs previous 13F +70,381 shares
0.06% of the 13F portfolio, value $14,750,937.
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: 44,083 shares
- Kestra Advisory Services, LLC: 565,964 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 539,666 shares
Change vs previous 13F +94,795 shares
0.05% of the 13F portfolio, value $12,930,401.
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: 9,931 shares
- Kestra Advisory Services, LLC: 529,573 shares
- Kestra Investment Management, LLC: 162 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 444,871 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $10,841,502.
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: 9,124 shares
- Kestra Advisory Services, LLC: 435,747 shares
Acceptance time not in the bulk data set (spec §4.2).