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Kestra Advisory Services, LLC: IDMO position timeline

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

Kestra Advisory Services, LLC held 383,049 IDMO 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 383,049 shares
    Change vs previous 13F +35,562 shares

    0.06% of the 13F portfolio, value $23,094,018.

    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: 38,111 shares
    • Kestra Advisory Services, LLC: 344,938 shares

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

  2. period ended2026-03-31
    13F 347,487 shares
    Change vs previous 13F +95,045 shares

    0.06% of the 13F portfolio, value $19,056,191.

    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: 37,859 shares
    • Kestra Advisory Services, LLC: 309,628 shares

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

  3. period ended2025-12-31
    13F 252,442 shares
    Change vs previous 13F +170,995 shares

    0.04% of the 13F portfolio, value $14,028,169.

    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: 37,881 shares
    • Kestra Advisory Services, LLC: 214,561 shares

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

  4. period ended2025-09-30
    13F 81,447 shares
    Change vs previous 13F +76,124 shares

    0.01% of the 13F portfolio, value $4,397,321.

    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: 34,841 shares
    • Kestra Advisory Services, LLC: 46,606 shares

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

  5. period ended2025-06-30
    13F 5,323 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,743.

    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).