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Kestra Advisory Services, LLC: IBHF position timeline

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

Kestra Advisory Services, LLC held 252,108 IBHF 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 252,108 shares
    Change vs previous 13F -67,225 shares

    0.01% of the 13F portfolio, value $5,710,245.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 204,781 shares
    • Kestra Advisory Services, LLC: 47,327 shares

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

  2. period ended2026-03-31
    13F 319,333 shares
    Change vs previous 13F +21,725 shares

    0.02% of the 13F portfolio, value $7,328,690.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 284,878 shares
    • Kestra Advisory Services, LLC: 34,455 shares

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

  3. period ended2025-12-31
    13F 297,608 shares
    Change vs previous 13F +53,125 shares

    0.02% of the 13F portfolio, value $6,868,792.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 271,239 shares
    • Kestra Advisory Services, LLC: 26,369 shares

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

  4. period ended2025-09-30
    13F 244,483 shares
    Change vs previous 13F +86,961 shares

    0.02% of the 13F portfolio, value $5,718,457.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 228,679 shares
    • Kestra Advisory Services, LLC: 15,804 shares

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

  5. period ended2025-06-30
    13F 157,522 shares
    Change vs previous 13F +15,687 shares

    0.01% of the 13F portfolio, value $3,659,233.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 144,299 shares
    • Kestra Advisory Services, LLC: 13,223 shares

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

  6. period ended2025-03-31
    13F 141,835 shares
    Change vs previous 13F +40,355 shares

    0.01% of the 13F portfolio, value $3,293,408.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 130,034 shares
    • Kestra Advisory Services, LLC: 11,801 shares

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

  7. period ended2024-12-31
    13F 101,480 shares
    Change vs previous 13F +47,724 shares

    0.01% of the 13F portfolio, value $2,349,262.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 90,367 shares
    • Kestra Advisory Services, LLC: 11,113 shares

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

  8. period ended2024-09-30
    13F 53,756 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,258,428.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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