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Disclosery

Kestra Advisory Services, LLC: IDEF position timeline

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

Kestra Advisory Services, LLC held 68,593 IDEF 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 68,593 shares
    Change vs previous 13F +28,556 shares

    0.01% of the 13F portfolio, value $2,179,889.

    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 40,037 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,310,011.

    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).