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Kestra Advisory Services, LLC: IBMQ position timeline

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

Kestra Advisory Services, LLC held 59,575 IBMQ 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 59,575 shares
    Change vs previous 13F -7,431 shares

    <0.01% of the 13F portfolio, value $1,523,916.

    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: 40,422 shares
    • Kestra Advisory Services, LLC: 19,153 shares

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

  2. period ended2026-03-31
    13F 67,006 shares
    Change vs previous 13F +27,354 shares

    <0.01% of the 13F portfolio, value $1,710,669.

    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: 38,886 shares
    • Kestra Advisory Services, LLC: 28,120 shares

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

  3. period ended2025-12-31
    13F 39,652 shares
    Change vs previous 13F +20,991 shares

    <0.01% of the 13F portfolio, value $1,014,119.

    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: 21,589 shares
    • Kestra Advisory Services, LLC: 18,063 shares

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

  4. period ended2025-09-30
    13F 18,661 shares
    Change vs previous 13F -8,451 shares

    <0.01% of the 13F portfolio, value $478,480.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,552 shares
    • Kestra Advisory Services, LLC: 9,109 shares

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

  5. period ended2025-06-30
    13F 27,112 shares
    Change vs previous 13F +14,027 shares

    <0.01% of the 13F portfolio, value $688,912.

    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: 8,031 shares
    • Kestra Advisory Services, LLC: 19,081 shares

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

  6. period ended2025-03-31
    13F/A 13,085 shares
    Change vs previous 13F -10,021 shares

    <0.01% of the 13F portfolio, value $330,920.

    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: 13,085 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 23,106 shares
    Change vs previous 13F +7,347 shares

    <0.01% of the 13F portfolio, value $581,804.

    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: 23,031 shares
    • Kestra Investment Management, LLC: 75 shares

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

  8. period ended2024-09-30
    13F 15,759 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,914.

    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).