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Disclosery

Kestra Advisory Services, LLC: IBDZ position timeline

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

Kestra Advisory Services, LLC held 301,904 IBDZ 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 301,904 shares
    Change vs previous 13F +27,185 shares

    0.02% of the 13F portfolio, value $7,864,610.

    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: 11,454 shares
    • Kestra Advisory Services, LLC: 290,450 shares

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

  2. period ended2026-03-31
    13F 274,719 shares
    Change vs previous 13F +53,955 shares

    0.02% of the 13F portfolio, value $7,159,202.

    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: 7,888 shares
    • Kestra Advisory Services, LLC: 266,831 shares

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

  3. period ended2025-12-31
    13F 220,764 shares
    Change vs previous 13F +46,331 shares

    0.02% of the 13F portfolio, value $5,821,539.

    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: 0 shares
    • Kestra Advisory Services, LLC: 220,764 shares

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

  4. period ended2025-09-30
    13F 174,433 shares
    Change vs previous 13F +20,196 shares

    0.02% of the 13F portfolio, value $4,617,240.

    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: 9,156 shares
    • Kestra Advisory Services, LLC: 165,277 shares

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

  5. period ended2025-06-30
    13F 154,237 shares
    Change vs previous 13F +22,552 shares

    0.01% of the 13F portfolio, value $4,030,204.

    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: 10,792 shares
    • Kestra Advisory Services, LLC: 143,445 shares

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

  6. period ended2025-03-31
    13F 131,685 shares
    Change vs previous 13F +32,330 shares

    0.02% of the 13F portfolio, value $3,395,550.

    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 99,355 shares
    Change vs previous 13F +80,551 shares

    0.01% of the 13F portfolio, value $2,528,585.

    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 18,804 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,251.

    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).