Skip to content
Disclosery

Kestra Advisory Services, LLC: IBDX position timeline

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

Kestra Advisory Services, LLC held 144,878 IBDX 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 144,878 shares
    Change vs previous 13F +6,240 shares

    0.01% of the 13F portfolio, value $3,649,467.

    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: 21,188 shares
    • Kestra Advisory Services, LLC: 123,690 shares

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

  2. period ended2026-03-31
    13F 138,638 shares
    Change vs previous 13F +50,191 shares

    0.01% of the 13F portfolio, value $3,503,400.

    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: 18,814 shares
    • Kestra Advisory Services, LLC: 119,824 shares

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

  3. period ended2025-12-31
    13F 88,447 shares
    Change vs previous 13F +7,323 shares

    0.01% of the 13F portfolio, value $2,258,054.

    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: 17,112 shares
    • Kestra Advisory Services, LLC: 71,335 shares

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

  4. period ended2025-09-30
    13F 81,124 shares
    Change vs previous 13F -10,754 shares

    0.01% of the 13F portfolio, value $2,078,409.

    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: 15,409 shares
    • Kestra Advisory Services, LLC: 65,715 shares

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

  5. period ended2025-06-30
    13F 91,878 shares
    Change vs previous 13F +17,521 shares

    0.01% of the 13F portfolio, value $2,323,128.

    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: 12,630 shares
    • Kestra Advisory Services, LLC: 79,248 shares

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

  6. period ended2025-03-31
    13F 74,357 shares
    Change vs previous 13F +13,012 shares

    0.01% of the 13F portfolio, value $1,858,181.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 61,345 shares
    Change vs previous 13F +8,284 shares

    0.01% of the 13F portfolio, value $1,507,860.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 53,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,364,188.

    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).