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Kestra Advisory Services, LLC: IQDG position timeline

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

Kestra Advisory Services, LLC held 14,584 IQDG 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 14,584 shares
    Change vs previous 13F -9,430 shares

    <0.01% of the 13F portfolio, value $628,260.

    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: 0 shares
    • Kestra Advisory Services, LLC: 14,584 shares

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

  2. period ended2026-03-31
    13F 24,014 shares
    Change vs previous 13F -706 shares

    <0.01% of the 13F portfolio, value $963,922.

    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: 6,356 shares
    • Kestra Advisory Services, LLC: 17,658 shares

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

  3. period ended2025-12-31
    13F 24,720 shares
    Change vs previous 13F +6,056 shares

    <0.01% of the 13F portfolio, value $1,025,402.

    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: 6,766 shares
    • Kestra Advisory Services, LLC: 17,954 shares

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

  4. period ended2025-09-30
    13F 18,664 shares
    Change vs previous 13F -15,402 shares

    <0.01% of the 13F portfolio, value $744,338.

    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: 6,008 shares
    • Kestra Advisory Services, LLC: 12,656 shares

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

  5. period ended2025-06-30
    13F 34,066 shares
    Change vs previous 13F +14,658 shares

    <0.01% of the 13F portfolio, value $1,350,382.

    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: 5,855 shares
    • Kestra Advisory Services, LLC: 28,211 shares

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

  6. period ended2025-03-31
    13F 19,408 shares
    Change vs previous 13F -9,373 shares

    <0.01% of the 13F portfolio, value $692,477.

    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: 5,900 shares
    • Kestra Advisory Services, LLC: 13,508 shares

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

  7. period ended2024-12-31
    13F 28,781 shares
    Change vs previous 13F +11,696 shares

    0.01% of the 13F portfolio, value $984,598.

    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 17,085 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $668,892.

    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).