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Kestra Advisory Services, LLC: IDRV position timeline

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

Kestra Advisory Services, LLC held 13,647 IDRV 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 13,647 shares
    Change vs previous 13F -2,031 shares

    <0.01% of the 13F portfolio, value $519,963.

    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 15,678 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $604,085.

    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).

  3. period ended2025-12-31
    13F 15,967 shares
    Change vs previous 13F -4,471 shares

    <0.01% of the 13F portfolio, value $605,596.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 20,438 shares
    Change vs previous 13F -1,069 shares

    <0.01% of the 13F portfolio, value $749,475.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 21,507 shares
    Change vs previous 13F -3,800 shares

    <0.01% of the 13F portfolio, value $657,697.

    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).

  6. period ended2025-03-31
    13F/A 25,307 shares
    Change vs previous 13F -3,007 shares

    <0.01% of the 13F portfolio, value $739,724.

    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: 25,307 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 28,314 shares
    Change vs previous 13F -766 shares

    <0.01% of the 13F portfolio, value $827,618.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 27,618 shares
    • Kestra Investment Management, LLC: 696 shares

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

  8. period ended2024-09-30
    13F 29,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $923,571.

    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).