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Kestra Advisory Services, LLC: ITB position timeline

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

Kestra Advisory Services, LLC held 27,791 ITB 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 27,791 shares
    Change vs previous 13F -2,460 shares

    0.01% of the 13F portfolio, value $2,903,549.

    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: 6,179 shares
    • Kestra Advisory Services, LLC: 21,612 shares

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

  2. period ended2026-03-31
    13F 30,251 shares
    Change vs previous 13F -4,813 shares

    0.01% of the 13F portfolio, value $2,739,223.

    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: 6,640 shares
    • Kestra Advisory Services, LLC: 23,611 shares

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

  3. period ended2025-12-31
    13F 35,064 shares
    Change vs previous 13F +8,388 shares

    0.01% of the 13F portfolio, value $3,376,732.

    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: 7,534 shares
    • Kestra Advisory Services, LLC: 27,530 shares

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

  4. period ended2025-09-30
    13F 26,676 shares
    Change vs previous 13F +2,522 shares

    0.01% of the 13F portfolio, value $2,861,036.

    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: 7,631 shares
    • Kestra Advisory Services, LLC: 19,045 shares

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

  5. period ended2025-06-30
    13F 24,154 shares
    Change vs previous 13F +2,231 shares

    0.01% of the 13F portfolio, value $2,250,384.

    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: 7,912 shares
    • Kestra Advisory Services, LLC: 16,242 shares

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

  6. period ended2025-03-31
    13F 21,923 shares
    Change vs previous 13F -2,776 shares

    0.01% of the 13F portfolio, value $2,087,289.

    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: 7,232 shares
    • Kestra Advisory Services, LLC: 14,691 shares

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

  7. period ended2024-12-31
    13F 24,699 shares
    Change vs previous 13F -7,521 shares

    0.01% of the 13F portfolio, value $2,553,629.

    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: 7,867 shares
    • Kestra Advisory Services, LLC: 16,832 shares

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

  8. period ended2024-09-30
    13F 32,220 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,095,163.

    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: 7,757 shares
    • Kestra Advisory Services, LLC: 24,463 shares

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