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Kestra Advisory Services, LLC: IBTM position timeline

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

Kestra Advisory Services, LLC held 42,558 IBTM 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 42,558 shares
    Change vs previous 13F +848 shares

    <0.01% of the 13F portfolio, value $965,849.

    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: 26,736 shares
    • Kestra Investment Management, LLC: 15,822 shares

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

  2. period ended2026-03-31
    13F 41,710 shares
    Change vs previous 13F +4,139 shares

    <0.01% of the 13F portfolio, value $956,424.

    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: 26,736 shares
    • Kestra Investment Management, LLC: 14,974 shares

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

  3. period ended2025-12-31
    13F 37,571 shares
    Change vs previous 13F +3,100 shares

    <0.01% of the 13F portfolio, value $866,950.

    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: 22,632 shares
    • Kestra Investment Management, LLC: 14,939 shares

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

  4. period ended2025-09-30
    13F 34,471 shares
    Change vs previous 13F +6,927 shares

    <0.01% of the 13F portfolio, value $797,325.

    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: 11,431 shares
    • Kestra Advisory Services, LLC: 23,040 shares

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

  5. period ended2025-06-30
    13F 27,544 shares
    Change vs previous 13F +1,891 shares

    <0.01% of the 13F portfolio, value $634,338.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 25,653 shares
    Change vs previous 13F -24,318 shares

    <0.01% of the 13F portfolio, value $587,197.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 49,971 shares
    Change vs previous 13F +4,343 shares

    0.01% of the 13F portfolio, value $1,109,356.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 45,628 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,071,347.

    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).