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Kestra Advisory Services, LLC: IDEV position timeline

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

Kestra Advisory Services, LLC held 363,548 IDEV 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 363,548 shares
    Change vs previous 13F +82,781 shares

    0.08% of the 13F portfolio, value $32,359,405.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 126,402 shares
    • Kestra Advisory Services, LLC: 237,146 shares

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

  2. period ended2026-03-31
    13F 280,767 shares
    Change vs previous 13F +63,808 shares

    0.07% of the 13F portfolio, value $23,463,677.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,500 shares
    • Kestra Advisory Services, LLC: 210,267 shares

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

  3. period ended2025-12-31
    13F 216,959 shares
    Change vs previous 13F +96,469 shares

    0.06% of the 13F portfolio, value $17,894,715.

    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: 64,202 shares
    • Kestra Advisory Services, LLC: 152,757 shares

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

  4. period ended2025-09-30
    13F 120,490 shares
    Change vs previous 13F +15,151 shares

    0.03% of the 13F portfolio, value $9,659,659.

    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: 50,242 shares
    • Kestra Advisory Services, LLC: 70,248 shares

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

  5. period ended2025-06-30
    13F 105,339 shares
    Change vs previous 13F +30,054 shares

    0.03% of the 13F portfolio, value $8,009,952.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,104 shares
    • Kestra Advisory Services, LLC: 59,235 shares

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

  6. period ended2025-03-31
    13F/A 75,285 shares
    Change vs previous 13F +33,445 shares

    0.02% of the 13F portfolio, value $5,186,384.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,227 shares
    • Kestra Advisory Services, LLC: 46,058 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 41,840 shares
    Change vs previous 13F +10,532 shares

    0.01% of the 13F portfolio, value $2,697,425.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,589 shares
    • Kestra Advisory Services, LLC: 13,697 shares
    • Kestra Investment Management, LLC: 554 shares

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

  8. period ended2024-09-30
    13F 31,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,217,533.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,029 shares
    • Kestra Advisory Services, LLC: 4,279 shares

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