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Kestra Advisory Services, LLC: IDHQ position timeline

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

Kestra Advisory Services, LLC held 26,994 IDHQ 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 26,994 shares
    Change vs previous 13F -1,650 shares

    <0.01% of the 13F portfolio, value $1,179,921.

    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: 21,338 shares
    • Kestra Advisory Services, LLC: 5,656 shares

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

  2. period ended2026-03-31
    13F 28,644 shares
    Change vs previous 13F +4,541 shares

    <0.01% of the 13F portfolio, value $1,013,173.

    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: 20,180 shares
    • Kestra Advisory Services, LLC: 8,464 shares

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

  3. period ended2025-12-31
    13F 24,103 shares
    Change vs previous 13F +7,198 shares

    <0.01% of the 13F portfolio, value $847,215.

    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: 18,768 shares
    • Kestra Advisory Services, LLC: 5,335 shares

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

  4. period ended2025-09-30
    13F 16,905 shares
    Change vs previous 13F -1,835 shares

    0.01% of the 13F portfolio, value $568,836.

    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: 16,905 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 18,740 shares
    Change vs previous 13F +11,409 shares

    <0.01% of the 13F portfolio, value $618,061.

    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: 8,545 shares
    • Kestra Advisory Services, LLC: 10,195 shares

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

  6. period ended2025-03-31
    13F 7,331 shares
    Change vs previous 13F -14,193 shares

    <0.01% of the 13F portfolio, value $219,490.

    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 21,524 shares
    Change vs previous 13F +14,533 shares

    <0.01% of the 13F portfolio, value $609,560.

    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 6,991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,036.

    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).