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Kestra Advisory Services, LLC: IBHG position timeline

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

Kestra Advisory Services, LLC held 213,082 IBHG 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 213,082 shares
    Change vs previous 13F +62,072 shares

    0.01% of the 13F portfolio, value $4,704,839.

    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: 196,004 shares
    • Kestra Advisory Services, LLC: 17,078 shares

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

  2. period ended2026-03-31
    13F 151,010 shares
    Change vs previous 13F +26,026 shares

    0.01% of the 13F portfolio, value $3,341,853.

    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: 135,973 shares
    • Kestra Advisory Services, LLC: 15,037 shares

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

  3. period ended2025-12-31
    13F 124,984 shares
    Change vs previous 13F +23,334 shares

    0.01% of the 13F portfolio, value $2,789,662.

    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: 120,808 shares
    • Kestra Advisory Services, LLC: 4,176 shares

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

  4. period ended2025-09-30
    13F 101,650 shares
    Change vs previous 13F +14,599 shares

    0.03% of the 13F portfolio, value $2,286,115.

    13F-HR 0001649451-25-000009 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).

  5. period ended2025-06-30
    13F 87,051 shares
    Change vs previous 13F +7,224 shares

    0.03% of the 13F portfolio, value $1,962,130.

    13F-HR 0001649451-25-000006 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).

  6. period ended2025-03-31
    13F 79,827 shares
    Change vs previous 13F +35,924 shares

    0.03% of the 13F portfolio, value $1,782,138.

    13F-HR 0001649451-25-000004 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).

  7. period ended2024-12-31
    13F 43,903 shares
    Change vs previous 13F +10,698 shares

    0.02% of the 13F portfolio, value $976,403.

    13F-HR 0001649451-25-000002 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).

  8. period ended2024-09-30
    13F 33,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $750,433.

    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).