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Kestra Advisory Services, LLC: IBTK position timeline

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

Kestra Advisory Services, LLC held 104,504 IBTK 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 104,504 shares
    Change vs previous 13F -8,706 shares

    0.01% of the 13F portfolio, value $2,042,007.

    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: 85,881 shares
    • Kestra Investment Management, LLC: 18,623 shares

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

  2. period ended2026-03-31
    13F 113,210 shares
    Change vs previous 13F +29,021 shares

    0.01% of the 13F portfolio, value $2,232,491.

    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: 10,030 shares
    • Kestra Advisory Services, LLC: 85,481 shares
    • Kestra Investment Management, LLC: 17,699 shares

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

  3. period ended2025-12-31
    13F 84,189 shares
    Change vs previous 13F -14,707 shares

    0.01% of the 13F portfolio, value $1,670,729.

    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: 0 shares
    • Kestra Advisory Services, LLC: 66,591 shares
    • Kestra Investment Management, LLC: 17,598 shares

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

  4. period ended2025-09-30
    13F 98,896 shares
    Change vs previous 13F +7,084 shares

    0.01% of the 13F portfolio, value $1,965,559.

    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: 13,530 shares
    • Kestra Advisory Services, LLC: 67,749 shares
    • Kestra Investment Management, LLC: 17,617 shares

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

  5. period ended2025-06-30
    13F/A 91,812 shares
    Change vs previous 13F -6,246 shares

    0.01% of the 13F portfolio, value $1,821,556.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 74,067 shares
    • Kestra Investment Management, LLC: 17,745 shares

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

  6. period ended2025-03-31
    13F/A 98,058 shares
    Change vs previous 13F +10,665 shares

    0.01% of the 13F portfolio, value $1,927,821.

    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: 62,867 shares
    • Kestra Investment Management, LLC: 35,191 shares

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

  7. period ended2024-12-31
    13F 87,393 shares
    Change vs previous 13F +15,616 shares

    0.01% of the 13F portfolio, value $1,677,321.

    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: 79,437 shares
    • Kestra Investment Management, LLC: 7,956 shares

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

  8. period ended2024-09-30
    13F 71,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,438,770.

    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).