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Kestra Advisory Services, LLC: IBTG position timeline

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

Kestra Advisory Services, LLC held 156,485 IBTG 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 156,485 shares
    Change vs previous 13F -14,636 shares

    0.01% of the 13F portfolio, value $3,581,968.

    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: 48,821 shares
    • Kestra Advisory Services, LLC: 91,551 shares
    • Kestra Investment Management, LLC: 16,113 shares

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

  2. period ended2026-03-31
    13F 171,121 shares
    Change vs previous 13F +5,093 shares

    0.01% of the 13F portfolio, value $3,921,226.

    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: 57,666 shares
    • Kestra Advisory Services, LLC: 98,217 shares
    • Kestra Investment Management, LLC: 15,238 shares

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

  3. period ended2025-12-31
    13F 166,028 shares
    Change vs previous 13F +22,724 shares

    0.01% of the 13F portfolio, value $3,797,902.

    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: 56,308 shares
    • Kestra Advisory Services, LLC: 94,483 shares
    • Kestra Investment Management, LLC: 15,237 shares

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

  4. period ended2025-09-30
    13F 143,304 shares
    Change vs previous 13F +8,709 shares

    0.01% of the 13F portfolio, value $3,288,825.

    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: 40,239 shares
    • Kestra Advisory Services, LLC: 87,884 shares
    • Kestra Investment Management, LLC: 15,181 shares

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

  5. period ended2025-06-30
    13F/A 134,595 shares
    Change vs previous 13F -39,881 shares

    0.01% of the 13F portfolio, value $3,086,242.

    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: 41,676 shares
    • Kestra Advisory Services, LLC: 77,739 shares
    • Kestra Investment Management, LLC: 15,180 shares

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

  6. period ended2025-03-31
    13F/A 174,476 shares
    Change vs previous 13F +32,312 shares

    0.01% of the 13F portfolio, value $4,002,479.

    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: 45,178 shares
    • Kestra Advisory Services, LLC: 99,113 shares
    • Kestra Investment Management, LLC: 30,185 shares

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

  7. period ended2024-12-31
    13F 142,164 shares
    Change vs previous 13F +81,106 shares

    0.01% of the 13F portfolio, value $3,242,753.

    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: 41,021 shares
    • Kestra Advisory Services, LLC: 94,204 shares
    • Kestra Investment Management, LLC: 6,939 shares

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

  8. period ended2024-09-30
    13F 61,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,408,312.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 33,462 shares
    • Kestra Advisory Services, LLC: 27,596 shares

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