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Kestra Advisory Services, LLC: IBKR position timeline

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

Kestra Advisory Services, LLC held 83,588 IBKR 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 83,588 shares
    Change vs previous 13F +6,271 shares

    0.02% of the 13F portfolio, value $7,275,533.

    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: 17,905 shares
    • Kestra Advisory Services, LLC: 41,403 shares
    • Kestra Investment Management, LLC: 24,280 shares

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

  2. period ended2026-03-31
    13F 77,317 shares
    Change vs previous 13F -8,031 shares

    0.01% of the 13F portfolio, value $5,185,620.

    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: 9,658 shares
    • Kestra Advisory Services, LLC: 47,782 shares
    • Kestra Investment Management, LLC: 19,877 shares

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

  3. period ended2025-12-31
    13F 85,348 shares
    Change vs previous 13F +10,783 shares

    0.02% of the 13F portfolio, value $5,488,712.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 48,524 shares
    • Kestra Investment Management, LLC: 36,824 shares

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

  4. period ended2025-09-30
    13F 74,565 shares
    Change vs previous 13F +32,250 shares

    0.02% of the 13F portfolio, value $5,130,810.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 39,798 shares
    • Kestra Investment Management, LLC: 34,767 shares

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

  5. period ended2025-06-30
    13F/A 42,315 shares
    Change vs previous 13F +33,786 shares

    0.01% of the 13F portfolio, value $2,344,663.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 28,550 shares
    • Kestra Investment Management, LLC: 13,765 shares

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

  6. period ended2025-03-31
    13F/A 8,529 shares
    Change vs previous 13F +3,126 shares

    0.01% of the 13F portfolio, value $1,412,318.

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

    • Kestra Advisory Services, LLC: 7,064 shares
    • Kestra Investment Management, LLC: 1,465 shares

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

  7. period ended2024-12-31
    13F 5,403 shares
    Change vs previous 13F +745 shares

    <0.01% of the 13F portfolio, value $954,548.

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

    • Kestra Advisory Services, LLC: 5,394 shares
    • Kestra Investment Management, LLC: 9 shares

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

  8. period ended2024-09-30
    13F 4,658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $649,182.

    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).