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Kestra Advisory Services, LLC: IDV position timeline

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

Kestra Advisory Services, LLC held 347,753 IDV 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 347,753 shares
    Change vs previous 13F +21,353 shares

    0.04% of the 13F portfolio, value $14,407,416.

    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: 11,831 shares
    • Kestra Advisory Services, LLC: 335,922 shares

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

  2. period ended2026-03-31
    13F 326,400 shares
    Change vs previous 13F -41,284 shares

    0.04% of the 13F portfolio, value $13,891,596.

    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: 8,563 shares
    • Kestra Advisory Services, LLC: 317,837 shares

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

  3. period ended2025-12-31
    13F 367,684 shares
    Change vs previous 13F +45,560 shares

    0.04% of the 13F portfolio, value $14,505,111.

    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: 9,515 shares
    • Kestra Advisory Services, LLC: 358,169 shares

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

  4. period ended2025-09-30
    13F 322,124 shares
    Change vs previous 13F +51,738 shares

    0.04% of the 13F portfolio, value $11,773,650.

    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: 9,466 shares
    • Kestra Advisory Services, LLC: 312,658 shares

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

  5. period ended2025-06-30
    13F 270,386 shares
    Change vs previous 13F +195,866 shares

    0.03% of the 13F portfolio, value $9,331,017.

    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: 8,192 shares
    • Kestra Advisory Services, LLC: 262,194 shares

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

  6. period ended2025-03-31
    13F 74,520 shares
    Change vs previous 13F -6,920 shares

    0.01% of the 13F portfolio, value $2,311,610.

    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: 8,416 shares
    • Kestra Advisory Services, LLC: 66,104 shares

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

  7. period ended2024-12-31
    13F 81,440 shares
    Change vs previous 13F -5,957 shares

    0.01% of the 13F portfolio, value $2,229,827.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,647 shares
    • Kestra Advisory Services, LLC: 72,793 shares

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

  8. period ended2024-09-30
    13F 87,397 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,642,003.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,192 shares
    • Kestra Advisory Services, LLC: 75,205 shares

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