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Kestra Advisory Services, LLC: IBDU position timeline

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

Kestra Advisory Services, LLC held 968,114 IBDU 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 968,114 shares
    Change vs previous 13F +130,379 shares

    0.06% of the 13F portfolio, value $22,421,526.

    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: 30,350 shares
    • Kestra Advisory Services, LLC: 937,764 shares

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

  2. period ended2026-03-31
    13F 837,735 shares
    Change vs previous 13F +135,164 shares

    0.06% of the 13F portfolio, value $19,485,698.

    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: 30,807 shares
    • Kestra Advisory Services, LLC: 806,928 shares

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

  3. period ended2025-12-31
    13F 702,571 shares
    Change vs previous 13F +135,821 shares

    0.05% of the 13F portfolio, value $16,443,663.

    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: 24,924 shares
    • Kestra Advisory Services, LLC: 677,647 shares

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

  4. period ended2025-09-30
    13F 566,750 shares
    Change vs previous 13F +14,100 shares

    0.05% of the 13F portfolio, value $13,301,642.

    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: 18,964 shares
    • Kestra Advisory Services, LLC: 547,786 shares

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

  5. period ended2025-06-30
    13F 552,650 shares
    Change vs previous 13F +104,220 shares

    0.05% of the 13F portfolio, value $12,893,331.

    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: 15,980 shares
    • Kestra Advisory Services, LLC: 536,670 shares

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

  6. period ended2025-03-31
    13F/A 448,430 shares
    Change vs previous 13F +38,480 shares

    0.05% of the 13F portfolio, value $10,372,186.

    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: 448,430 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 409,950 shares
    Change vs previous 13F +178,369 shares

    0.04% of the 13F portfolio, value $9,346,854.

    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: 409,864 shares
    • Kestra Investment Management, LLC: 86 shares

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

  8. period ended2024-09-30
    13F 231,581 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,444,460.

    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).