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Kestra Advisory Services, LLC: IQDF position timeline

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

Kestra Advisory Services, LLC held 31,902 IQDF 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 31,902 shares
    Change vs previous 13F -859 shares

    <0.01% of the 13F portfolio, value $1,102,538.

    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 32,761 shares
    Change vs previous 13F -6,005 shares

    <0.01% of the 13F portfolio, value $1,037,544.

    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 38,766 shares
    Change vs previous 13F +1,391 shares

    <0.01% of the 13F portfolio, value $1,178,474.

    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 37,375 shares
    Change vs previous 13F -15,282 shares

    <0.01% of the 13F portfolio, value $1,066,496.

    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 52,657 shares
    Change vs previous 13F +765 shares

    0.01% of the 13F portfolio, value $1,427,011.

    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 51,892 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $1,293,668.

    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 51,729 shares
    Change vs previous 13F +8,169 shares

    0.01% of the 13F portfolio, value $1,203,734.

    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 43,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,145,187.

    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).