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Kestra Advisory Services, LLC: ILDR position timeline

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

Kestra Advisory Services, LLC held 193,762 ILDR 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 193,762 shares
    Change vs previous 13F +6,991 shares

    0.02% of the 13F portfolio, value $7,604,175.

    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: 115,700 shares
    • Kestra Advisory Services, LLC: 63,571 shares
    • Kestra Investment Management, LLC: 14,491 shares

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

  2. period ended2026-03-31
    13F 186,771 shares
    Change vs previous 13F +131,227 shares

    0.02% of the 13F portfolio, value $5,562,041.

    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: 119,160 shares
    • Kestra Advisory Services, LLC: 67,611 shares

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

  3. period ended2025-12-31
    13F 55,544 shares
    Change vs previous 13F +32,331 shares

    0.01% of the 13F portfolio, value $1,832,397.

    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 23,213 shares
    Change vs previous 13F +15,397 shares

    <0.01% of the 13F portfolio, value $751,869.

    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 7,816 shares
    Change vs previous 13F +7,816 shares

    <0.01% of the 13F portfolio, value $230,055.

    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 0 shares
    Change vs previous 13F -1,084 shares

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,675.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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