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Kestra Advisory Services, LLC: IBIT position timeline

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

Kestra Advisory Services, LLC held 409,411 IBIT 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 409,411 shares
    Change vs previous 13F -6,606 shares

    0.03% of the 13F portfolio, value $13,629,294.

    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: 108,126 shares
    • Kestra Advisory Services, LLC: 301,285 shares

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

  2. period ended2026-03-31
    13F 416,017 shares
    Change vs previous 13F +53,545 shares

    0.05% of the 13F portfolio, value $15,983,375.

    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: 108,360 shares
    • Kestra Advisory Services, LLC: 307,657 shares

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

  3. period ended2025-12-31
    13F 362,472 shares
    Change vs previous 13F +91,011 shares

    0.06% of the 13F portfolio, value $17,996,754.

    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: 91,907 shares
    • Kestra Advisory Services, LLC: 270,565 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 271,461 shares
    Change vs previous 13F +19,716 shares

    0.05% of the 13F portfolio, value $17,644,990.

    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: 53,098 shares
    • Kestra Advisory Services, LLC: 215,135 shares
    • Kestra Investment Management, LLC: 3,228 shares

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

  5. period ended2025-06-30
    13F 251,745 shares
    Change vs previous 13F +45,094 shares

    0.06% of the 13F portfolio, value $15,409,311.

    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: 38,630 shares
    • Kestra Advisory Services, LLC: 213,115 shares

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

  6. period ended2025-03-31
    13F/A 206,651 shares
    Change vs previous 13F +23,059 shares

    0.04% of the 13F portfolio, value $9,673,333.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,142 shares
    • Kestra Advisory Services, LLC: 169,509 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 183,592 shares
    Change vs previous 13F +26,634 shares

    0.04% of the 13F portfolio, value $9,739,555.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,389 shares
    • Kestra Advisory Services, LLC: 162,126 shares
    • Kestra Investment Management, LLC: 2,077 shares

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

  8. period ended2024-09-30
    13F 156,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,670,892.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,002 shares
    • Kestra Advisory Services, LLC: 144,956 shares

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