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Kestra Advisory Services, LLC: IBDT position timeline

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

Kestra Advisory Services, LLC held 1,102,165 IBDT 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 1,102,165 shares
    Change vs previous 13F +186,248 shares

    0.07% of the 13F portfolio, value $27,829,676.

    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: 101,833 shares
    • Kestra Advisory Services, LLC: 1,000,332 shares

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

  2. period ended2026-03-31
    13F 915,917 shares
    Change vs previous 13F +200,647 shares

    0.07% of the 13F portfolio, value $23,200,176.

    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: 60,160 shares
    • Kestra Advisory Services, LLC: 855,757 shares

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

  3. period ended2025-12-31
    13F 715,270 shares
    Change vs previous 13F +117,579 shares

    0.06% of the 13F portfolio, value $18,207,182.

    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: 36,514 shares
    • Kestra Advisory Services, LLC: 678,756 shares

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

  4. period ended2025-09-30
    13F 597,691 shares
    Change vs previous 13F +26,065 shares

    0.05% of the 13F portfolio, value $15,253,098.

    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: 26,511 shares
    • Kestra Advisory Services, LLC: 571,180 shares

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

  5. period ended2025-06-30
    13F 571,626 shares
    Change vs previous 13F +110,199 shares

    0.05% of the 13F portfolio, value $14,530,742.

    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: 18,347 shares
    • Kestra Advisory Services, LLC: 553,279 shares

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

  6. period ended2025-03-31
    13F/A 461,427 shares
    Change vs previous 13F +14,526 shares

    0.06% of the 13F portfolio, value $11,655,646.

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

    • Kestra Advisory Services, LLC: 461,427 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 446,901 shares
    Change vs previous 13F +49,117 shares

    0.05% of the 13F portfolio, value $11,127,835.

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

    • Kestra Advisory Services, LLC: 446,822 shares
    • Kestra Investment Management, LLC: 79 shares

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

  8. period ended2024-09-30
    13F 397,784 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,155,415.

    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).