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Kestra Advisory Services, LLC: ISTB position timeline

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

Kestra Advisory Services, LLC held 147,480 ISTB 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 147,480 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $7,115,912.

    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: 32,642 shares
    • Kestra Advisory Services, LLC: 114,838 shares

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

  2. period ended2026-03-31
    13F 147,080 shares
    Change vs previous 13F +12,446 shares

    0.02% of the 13F portfolio, value $7,127,477.

    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: 28,782 shares
    • Kestra Advisory Services, LLC: 118,298 shares

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

  3. period ended2025-12-31
    13F 134,634 shares
    Change vs previous 13F +33,512 shares

    0.02% of the 13F portfolio, value $6,563,399.

    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: 27,620 shares
    • Kestra Advisory Services, LLC: 107,014 shares

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

  4. period ended2025-09-30
    13F 101,122 shares
    Change vs previous 13F +13,465 shares

    0.02% of the 13F portfolio, value $4,938,778.

    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: 25,345 shares
    • Kestra Advisory Services, LLC: 75,777 shares

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

  5. period ended2025-06-30
    13F 87,657 shares
    Change vs previous 13F +12,104 shares

    0.02% of the 13F portfolio, value $4,264,504.

    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: 23,805 shares
    • Kestra Advisory Services, LLC: 63,852 shares

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

  6. period ended2025-03-31
    13F 75,553 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $3,652,987.

    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: 20,881 shares
    • Kestra Advisory Services, LLC: 54,672 shares

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

  7. period ended2024-12-31
    13F 73,269 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $3,500,060.

    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: 20,124 shares
    • Kestra Advisory Services, LLC: 53,145 shares

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

  8. period ended2024-09-30
    13F 73,264 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,566,481.

    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: 20,032 shares
    • Kestra Advisory Services, LLC: 53,232 shares

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