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Kestra Advisory Services, LLC: IBTH position timeline

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

Kestra Advisory Services, LLC held 110,870 IBTH 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 110,870 shares
    Change vs previous 13F +1,506 shares

    0.01% of the 13F portfolio, value $2,480,174.

    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: 37,775 shares
    • Kestra Advisory Services, LLC: 56,662 shares
    • Kestra Investment Management, LLC: 16,433 shares

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

  2. period ended2026-03-31
    13F 109,364 shares
    Change vs previous 13F +6,103 shares

    0.01% of the 13F portfolio, value $2,453,022.

    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: 37,314 shares
    • Kestra Advisory Services, LLC: 56,335 shares
    • Kestra Investment Management, LLC: 15,715 shares

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

  3. period ended2025-12-31
    13F 103,261 shares
    Change vs previous 13F +17,351 shares

    0.01% of the 13F portfolio, value $2,320,277.

    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: 34,730 shares
    • Kestra Advisory Services, LLC: 52,994 shares
    • Kestra Investment Management, LLC: 15,537 shares

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

  4. period ended2025-09-30
    13F 85,910 shares
    Change vs previous 13F +10,223 shares

    0.01% of the 13F portfolio, value $1,934,702.

    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: 27,753 shares
    • Kestra Advisory Services, LLC: 42,623 shares
    • Kestra Investment Management, LLC: 15,534 shares

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

  5. period ended2025-06-30
    13F/A 75,687 shares
    Change vs previous 13F -8,839 shares

    0.01% of the 13F portfolio, value $1,702,190.

    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: 24,976 shares
    • Kestra Advisory Services, LLC: 33,383 shares
    • Kestra Investment Management, LLC: 17,328 shares

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

  6. period ended2025-03-31
    13F/A 84,526 shares
    Change vs previous 13F +27,040 shares

    0.01% of the 13F portfolio, value $1,895,074.

    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: 18,475 shares
    • Kestra Advisory Services, LLC: 35,160 shares
    • Kestra Investment Management, LLC: 30,891 shares

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

  7. period ended2024-12-31
    13F 57,486 shares
    Change vs previous 13F +14,821 shares

    <0.01% of the 13F portfolio, value $1,275,993.

    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: 15,762 shares
    • Kestra Advisory Services, LLC: 34,634 shares
    • Kestra Investment Management, LLC: 7,090 shares

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

  8. period ended2024-09-30
    13F 42,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $965,729.

    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: 11,915 shares
    • Kestra Advisory Services, LLC: 30,750 shares

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