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Kestra Advisory Services, LLC: IBHK position timeline

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

Kestra Advisory Services, LLC held 16,778 IBHK 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 16,778 shares
    Change vs previous 13F +4,017 shares

    <0.01% of the 13F portfolio, value $432,359.

    13F-HR 0001649451-26-000008 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).

  2. period ended2026-03-31
    13F 12,761 shares
    Change vs previous 13F +755 shares

    <0.01% of the 13F portfolio, value $324,757.

    13F-HR 0001649451-26-000005 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).

  3. period ended2025-12-31
    13F 12,006 shares
    Change vs previous 13F +2,242 shares

    <0.01% of the 13F portfolio, value $310,354.

    13F-HR 0001649451-26-000002 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).

  4. period ended2025-09-30
    13F 9,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,881.

    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).