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Kestra Advisory Services, LLC: IBDW position timeline

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

Kestra Advisory Services, LLC held 502,159 IBDW 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 502,159 shares
    Change vs previous 13F +55,801 shares

    0.03% of the 13F portfolio, value $10,464,983.

    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: 27,035 shares
    • Kestra Advisory Services, LLC: 475,124 shares

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

  2. period ended2026-03-31
    13F 446,358 shares
    Change vs previous 13F +94,401 shares

    0.03% of the 13F portfolio, value $9,342,290.

    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: 31,832 shares
    • Kestra Advisory Services, LLC: 414,526 shares

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

  3. period ended2025-12-31
    13F 351,957 shares
    Change vs previous 13F +76,068 shares

    0.02% of the 13F portfolio, value $7,443,888.

    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: 29,344 shares
    • Kestra Advisory Services, LLC: 322,613 shares

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

  4. period ended2025-09-30
    13F 275,889 shares
    Change vs previous 13F -4,833 shares

    0.02% of the 13F portfolio, value $5,854,366.

    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: 18,591 shares
    • Kestra Advisory Services, LLC: 257,298 shares

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

  5. period ended2025-06-30
    13F 280,722 shares
    Change vs previous 13F +48,638 shares

    0.02% of the 13F portfolio, value $5,906,385.

    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: 15,242 shares
    • Kestra Advisory Services, LLC: 265,480 shares

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

  6. period ended2025-03-31
    13F/A 232,084 shares
    Change vs previous 13F +3,214 shares

    0.02% of the 13F portfolio, value $4,815,743.

    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: 232,084 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 228,870 shares
    Change vs previous 13F +17,899 shares

    0.02% of the 13F portfolio, value $4,657,511.

    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: 228,831 shares
    • Kestra Investment Management, LLC: 39 shares

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

  8. period ended2024-09-30
    13F 210,971 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,476,809.

    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).