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Kestra Advisory Services, LLC: IBTO position timeline

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

Kestra Advisory Services, LLC held 19,058 IBTO 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 19,058 shares
    Change vs previous 13F +2,276 shares

    <0.01% of the 13F portfolio, value $459,890.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 16,782 shares
    Change vs previous 13F +640 shares

    <0.01% of the 13F portfolio, value $409,311.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 16,142 shares
    Change vs previous 13F +5,179 shares

    <0.01% of the 13F portfolio, value $396,355.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 10,963 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $270,236.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 10,947 shares
    Change vs previous 13F -3,006 shares

    <0.01% of the 13F portfolio, value $268,314.

    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 13,953 shares
    Change vs previous 13F -3,970 shares

    <0.01% of the 13F portfolio, value $340,453.

    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 17,923 shares
    Change vs previous 13F -1,538 shares

    <0.01% of the 13F portfolio, value $423,520.

    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 19,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $488,654.

    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).