Skip to content
Disclosery

Kestra Advisory Services, LLC: IDCC position timeline

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

Kestra Advisory Services, LLC held 2,794 IDCC 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 2,794 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $791,014.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,613 shares
    • Kestra Advisory Services, LLC: 1,181 shares

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

  2. period ended2026-03-31
    13F 2,453 shares
    Change vs previous 13F -641 shares

    <0.01% of the 13F portfolio, value $740,795.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,667 shares
    • Kestra Advisory Services, LLC: 786 shares

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

  3. period ended2025-12-31
    13F 3,094 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $984,765.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,956 shares
    • Kestra Advisory Services, LLC: 1,138 shares

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

  4. period ended2025-09-30
    13F 3,686 shares
    Change vs previous 13F +523 shares

    <0.01% of the 13F portfolio, value $1,272,343.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,917 shares
    • Kestra Advisory Services, LLC: 1,769 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 3,163 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $709,337.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,826 shares
    • Kestra Advisory Services, LLC: 1,261 shares
    • Kestra Investment Management, LLC: 76 shares

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

  6. period ended2025-03-31
    13F/A 3,344 shares
    Change vs previous 13F -354 shares

    <0.01% of the 13F portfolio, value $691,373.

    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: 3,222 shares
    • Kestra Investment Management, LLC: 122 shares

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

  7. period ended2024-12-31
    13F 3,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $716,377.

    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).