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Kestra Advisory Services, LLC: IBTI position timeline

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

Kestra Advisory Services, LLC held 91,437 IBTI 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 91,437 shares
    Change vs previous 13F +6,694 shares

    <0.01% of the 13F portfolio, value $2,024,417.

    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: 25,152 shares
    • Kestra Advisory Services, LLC: 49,705 shares
    • Kestra Investment Management, LLC: 16,580 shares

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

  2. period ended2026-03-31
    13F 84,743 shares
    Change vs previous 13F -3,536 shares

    <0.01% of the 13F portfolio, value $1,888,324.

    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: 20,327 shares
    • Kestra Advisory Services, LLC: 48,561 shares
    • Kestra Investment Management, LLC: 15,855 shares

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

  3. period ended2025-12-31
    13F 88,279 shares
    Change vs previous 13F +5,007 shares

    0.01% of the 13F portfolio, value $1,974,358.

    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: 22,135 shares
    • Kestra Advisory Services, LLC: 50,470 shares
    • Kestra Investment Management, LLC: 15,674 shares

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

  4. period ended2025-09-30
    13F 83,272 shares
    Change vs previous 13F +18,863 shares

    0.01% of the 13F portfolio, value $1,864,040.

    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: 18,553 shares
    • Kestra Advisory Services, LLC: 49,133 shares
    • Kestra Investment Management, LLC: 15,586 shares

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

  5. period ended2025-06-30
    13F/A 64,409 shares
    Change vs previous 13F +2,245 shares

    <0.01% of the 13F portfolio, value $1,440,175.

    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: 15,820 shares
    • Kestra Advisory Services, LLC: 31,190 shares
    • Kestra Investment Management, LLC: 17,399 shares

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

  6. period ended2025-03-31
    13F/A 62,164 shares
    Change vs previous 13F +22,571 shares

    0.01% of the 13F portfolio, value $1,383,149.

    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: 31,084 shares
    • Kestra Investment Management, LLC: 31,080 shares

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

  7. period ended2024-12-31
    13F 39,593 shares
    Change vs previous 13F +5,106 shares

    <0.01% of the 13F portfolio, value $867,235.

    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: 32,530 shares
    • Kestra Investment Management, LLC: 7,063 shares

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

  8. period ended2024-09-30
    13F 34,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $776,147.

    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).