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PKS Advisory Services, LLC: OEF position timeline

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

PKS Advisory Services, LLC held 2,463 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,463 shares
    Change vs previous 13F +216 shares

    0.14% of the 13F portfolio, value $901,285.

    13F-HR 0001605401-26-000003 filed by PKS 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 2,247 shares
    Change vs previous 13F -43 shares

    0.17% of the 13F portfolio, value $714,546.

    13F-HR 0001605401-26-000002 filed by PKS 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 2,290 shares
    Change vs previous 13F -946 shares

    0.18% of the 13F portfolio, value $785,413.

    13F-HR 0001605401-26-000001 filed by PKS 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 3,236 shares
    Change vs previous 13F +583 shares

    0.16% of the 13F portfolio, value $751,693.

    13F-HR 0001605401-25-000005 filed by PKS 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 2,653 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $807,351.

    13F-HR 0001221073-25-000075 filed by PKS 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 2,652 shares
    Change vs previous 13F -587 shares

    0.2% of the 13F portfolio, value $718,107.

    13F-HR 0001221073-25-000056 filed by PKS 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 3,239 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $935,670.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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