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Kestra Advisory Services, LLC: IQDY position timeline

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

Kestra Advisory Services, LLC held 9,620 IQDY 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 9,620 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $411,027.

    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 9,204 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $348,947.

    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 8,947 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $327,819.

    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 9,667 shares
    Change vs previous 13F -198 shares

    <0.01% of the 13F portfolio, value $328,059.

    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 9,865 shares
    Change vs previous 13F -2,896 shares

    <0.01% of the 13F portfolio, value $318,938.

    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 12,761 shares
    Change vs previous 13F -2,556 shares

    <0.01% of the 13F portfolio, value $370,962.

    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 15,317 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $423,458.

    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 15,384 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $479,664.

    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).