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Kestra Advisory Services, LLC: IBTL position timeline

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

Kestra Advisory Services, LLC held 51,586 IBTL 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 51,586 shares
    Change vs previous 13F +3,210 shares

    <0.01% of the 13F portfolio, value $1,041,512.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 33,669 shares
    • Kestra Investment Management, LLC: 17,917 shares

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

  2. period ended2026-03-31
    13F 48,376 shares
    Change vs previous 13F -1,982 shares

    <0.01% of the 13F portfolio, value $986,817.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 31,410 shares
    • Kestra Investment Management, LLC: 16,966 shares

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

  3. period ended2025-12-31
    13F 50,358 shares
    Change vs previous 13F -10,964 shares

    <0.01% of the 13F portfolio, value $1,033,605.

    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: 33,434 shares
    • Kestra Investment Management, LLC: 16,924 shares

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

  4. period ended2025-09-30
    13F 61,322 shares
    Change vs previous 13F +12,757 shares

    <0.01% of the 13F portfolio, value $1,261,396.

    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: 12,377 shares
    • Kestra Advisory Services, LLC: 31,882 shares
    • Kestra Investment Management, LLC: 17,063 shares

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

  5. period ended2025-06-30
    13F/A 48,565 shares
    Change vs previous 13F -28,250 shares

    <0.01% of the 13F portfolio, value $995,575.

    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: 31,502 shares
    • Kestra Investment Management, LLC: 17,063 shares

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

  6. period ended2025-03-31
    13F/A 76,815 shares
    Change vs previous 13F +21,189 shares

    0.01% of the 13F portfolio, value $1,561,650.

    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: 42,730 shares
    • Kestra Investment Management, LLC: 34,085 shares

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

  7. period ended2024-12-31
    13F 55,626 shares
    Change vs previous 13F +6,755 shares

    0.01% of the 13F portfolio, value $1,101,400.

    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: 47,903 shares
    • Kestra Investment Management, LLC: 7,723 shares

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

  8. period ended2024-09-30
    13F 48,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,017,492.

    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).