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Kestra Advisory Services, LLC: IBTJ position timeline

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

Kestra Advisory Services, LLC held 37,703 IBTJ 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 37,703 shares
    Change vs previous 13F -17,652 shares

    <0.01% of the 13F portfolio, value $816,267.

    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: 0 shares
    • Kestra Advisory Services, LLC: 20,856 shares
    • Kestra Investment Management, LLC: 16,847 shares

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

  2. period ended2026-03-31
    13F 55,355 shares
    Change vs previous 13F +417 shares

    <0.01% of the 13F portfolio, value $1,209,123.

    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: 16,242 shares
    • Kestra Advisory Services, LLC: 23,098 shares
    • Kestra Investment Management, LLC: 16,015 shares

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

  3. period ended2025-12-31
    13F 54,938 shares
    Change vs previous 13F +10,010 shares

    <0.01% of the 13F portfolio, value $1,205,609.

    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: 18,298 shares
    • Kestra Advisory Services, LLC: 20,718 shares
    • Kestra Investment Management, LLC: 15,922 shares

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

  4. period ended2025-09-30
    13F 44,928 shares
    Change vs previous 13F +15,588 shares

    <0.01% of the 13F portfolio, value $986,400.

    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: 12,300 shares
    • Kestra Advisory Services, LLC: 16,708 shares
    • Kestra Investment Management, LLC: 15,920 shares

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

  5. period ended2025-06-30
    13F/A 29,340 shares
    Change vs previous 13F -2,408 shares

    <0.01% of the 13F portfolio, value $643,150.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 11,569 shares
    • Kestra Investment Management, LLC: 17,771 shares

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

  6. period ended2025-03-31
    13F/A 31,748 shares
    Change vs previous 13F +11,138 shares

    0.02% of the 13F portfolio, value $691,155.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 31,748 shares

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

  7. period ended2024-12-31
    13F 20,610 shares
    Change vs previous 13F +7,948 shares

    <0.01% of the 13F portfolio, value $439,536.

    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: 13,407 shares
    • Kestra Investment Management, LLC: 7,203 shares

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

  8. period ended2024-09-30
    13F 12,662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,891.

    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).