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Kestra Advisory Services, LLC: IBDY position timeline

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

Kestra Advisory Services, LLC held 356,727 IBDY 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 356,727 shares
    Change vs previous 13F +4,293 shares

    0.02% of the 13F portfolio, value $9,183,942.

    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: 21,643 shares
    • Kestra Advisory Services, LLC: 335,084 shares

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

  2. period ended2026-03-31
    13F 352,434 shares
    Change vs previous 13F +64,053 shares

    0.03% of the 13F portfolio, value $9,110,422.

    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: 19,453 shares
    • Kestra Advisory Services, LLC: 332,981 shares

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

  3. period ended2025-12-31
    13F 288,381 shares
    Change vs previous 13F +25,221 shares

    0.02% of the 13F portfolio, value $7,538,274.

    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: 17,786 shares
    • Kestra Advisory Services, LLC: 270,595 shares

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

  4. period ended2025-09-30
    13F 263,160 shares
    Change vs previous 13F +1,713 shares

    0.02% of the 13F portfolio, value $6,902,675.

    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: 15,127 shares
    • Kestra Advisory Services, LLC: 248,033 shares

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

  5. period ended2025-06-30
    13F 261,447 shares
    Change vs previous 13F +35,878 shares

    0.02% of the 13F portfolio, value $6,772,797.

    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: 12,384 shares
    • Kestra Advisory Services, LLC: 249,063 shares

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

  6. period ended2025-03-31
    13F 225,569 shares
    Change vs previous 13F +1,872 shares

    0.03% of the 13F portfolio, value $5,765,544.

    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 223,697 shares
    Change vs previous 13F +46,527 shares

    0.03% of the 13F portfolio, value $5,614,795.

    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 177,170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,677,282.

    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).