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Kestra Advisory Services, LLC: IBMR position timeline

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

Kestra Advisory Services, LLC held 84,962 IBMR 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 84,962 shares
    Change vs previous 13F +4,547 shares

    0.01% of the 13F portfolio, value $2,157,179.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 80,415 shares
    Change vs previous 13F +13,682 shares

    0.01% of the 13F portfolio, value $2,038,532.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 66,733 shares
    Change vs previous 13F +15,438 shares

    0.01% of the 13F portfolio, value $1,697,009.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 51,295 shares
    Change vs previous 13F -319 shares

    0.01% of the 13F portfolio, value $1,309,565.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 51,614 shares
    Change vs previous 13F +27,122 shares

    0.01% of the 13F portfolio, value $1,302,222.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 24,492 shares
    Change vs previous 13F +2,656 shares

    <0.01% of the 13F portfolio, value $613,280.

    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: 24,492 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 21,836 shares
    Change vs previous 13F +11,364 shares

    <0.01% of the 13F portfolio, value $545,467.

    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: 21,758 shares
    • Kestra Investment Management, LLC: 78 shares

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

  8. period ended2024-09-30
    13F 10,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,919.

    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).