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Kestra Advisory Services, LLC: IBM position timeline

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

Kestra Advisory Services, LLC held 308,565 IBM 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 308,565 shares
    Change vs previous 13F -16,834 shares

    0.19% of the 13F portfolio, value $86,771,456.

    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: 86,898 shares
    • Kestra Advisory Services, LLC: 220,891 shares
    • Kestra Investment Management, LLC: 776 shares

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

  2. period ended2026-03-31
    13F 325,399 shares
    Change vs previous 13F +55,673 shares

    0.2% of the 13F portfolio, value $78,873,246.

    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: 85,914 shares
    • Kestra Advisory Services, LLC: 238,449 shares
    • Kestra Investment Management, LLC: 1,036 shares

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

  3. period ended2025-12-31
    13F 269,726 shares
    Change vs previous 13F +8,410 shares

    0.25% of the 13F portfolio, value $79,895,562.

    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: 82,173 shares
    • Kestra Advisory Services, LLC: 187,553 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 261,316 shares
    Change vs previous 13F -21,521 shares

    0.22% of the 13F portfolio, value $73,732,906.

    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: 77,459 shares
    • Kestra Advisory Services, LLC: 181,894 shares
    • Kestra Investment Management, LLC: 1,963 shares

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

  5. period ended2025-06-30
    13F/A 282,837 shares
    Change vs previous 13F +30,537 shares

    0.27% of the 13F portfolio, value $83,374,552.

    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: 79,985 shares
    • Kestra Advisory Services, LLC: 199,538 shares
    • Kestra Investment Management, LLC: 3,314 shares

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

  6. period ended2025-03-31
    13F/A 252,300 shares
    Change vs previous 13F -18,884 shares

    0.21% of the 13F portfolio, value $62,736,918.

    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: 78,443 shares
    • Kestra Advisory Services, LLC: 170,139 shares
    • Kestra Investment Management, LLC: 3,718 shares

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

  7. period ended2024-12-31
    13F 271,184 shares
    Change vs previous 13F +24,243 shares

    0.22% of the 13F portfolio, value $59,614,440.

    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: 77,001 shares
    • Kestra Advisory Services, LLC: 190,886 shares
    • Kestra Investment Management, LLC: 3,297 shares

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

  8. period ended2024-09-30
    13F 246,941 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $54,593,683.

    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: 66,652 shares
    • Kestra Advisory Services, LLC: 177,248 shares
    • Kestra Investment Management, LLC: 3,041 shares

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