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Kestra Advisory Services, LLC: IBDV position timeline

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

Kestra Advisory Services, LLC held 822,958 IBDV 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 822,958 shares
    Change vs previous 13F +147,133 shares

    0.04% of the 13F portfolio, value $17,940,505.

    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: 25,402 shares
    • Kestra Advisory Services, LLC: 797,556 shares

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

  2. period ended2026-03-31
    13F 675,825 shares
    Change vs previous 13F +176,738 shares

    0.04% of the 13F portfolio, value $14,793,811.

    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: 25,874 shares
    • Kestra Advisory Services, LLC: 649,951 shares

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

  3. period ended2025-12-31
    13F 499,087 shares
    Change vs previous 13F +297,566 shares

    0.03% of the 13F portfolio, value $11,014,848.

    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: 23,268 shares
    • Kestra Advisory Services, LLC: 475,819 shares

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

  4. period ended2025-09-30
    13F 201,521 shares
    Change vs previous 13F +28,336 shares

    0.02% of the 13F portfolio, value $4,463,693.

    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: 18,248 shares
    • Kestra Advisory Services, LLC: 183,273 shares

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

  5. period ended2025-06-30
    13F 173,185 shares
    Change vs previous 13F +52,367 shares

    0.01% of the 13F portfolio, value $3,806,601.

    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: 15,064 shares
    • Kestra Advisory Services, LLC: 158,121 shares

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

  6. period ended2025-03-31
    13F/A 120,818 shares
    Change vs previous 13F -15,648 shares

    0.01% of the 13F portfolio, value $2,624,167.

    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: 120,818 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 136,466 shares
    Change vs previous 13F +28,813 shares

    0.01% of the 13F portfolio, value $2,914,914.

    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: 136,428 shares
    • Kestra Investment Management, LLC: 38 shares

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

  8. period ended2024-09-30
    13F 107,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,386,672.

    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).