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Kestra Advisory Services, LLC: A position timeline

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

Kestra Advisory Services, LLC held 19,683 A shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,683 shares
    Change vs previous 13F +11,225 shares

    0.01% of the 13F portfolio, value $2,614,542.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,528 shares
    • Kestra Investment Management, LLC: 11,155 shares

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

  2. period ended2026-03-31
    13F 8,458 shares
    Change vs previous 13F -2,249 shares

    <0.01% of the 13F portfolio, value $964,053.

    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 10,707 shares
    Change vs previous 13F -3,600 shares

    0.01% of the 13F portfolio, value $1,456,905.

    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: 0 shares
    • Kestra Advisory Services, LLC: 10,707 shares

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

  4. period ended2025-09-30
    13F 14,307 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $1,836,360.

    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: 4,381 shares
    • Kestra Advisory Services, LLC: 9,926 shares

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

  5. period ended2025-06-30
    13F 13,984 shares
    Change vs previous 13F -3,183 shares

    0.01% of the 13F portfolio, value $1,650,218.

    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: 4,408 shares
    • Kestra Advisory Services, LLC: 9,576 shares

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

  6. period ended2025-03-31
    13F/A 17,167 shares
    Change vs previous 13F -5,039 shares

    0.01% of the 13F portfolio, value $2,008,196.

    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: 4,446 shares
    • Kestra Advisory Services, LLC: 12,721 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 22,206 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $2,983,153.

    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: 4,772 shares
    • Kestra Advisory Services, LLC: 17,412 shares
    • Kestra Investment Management, LLC: 22 shares

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

  8. period ended2024-09-30
    13F 23,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,536,662.

    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: 4,730 shares
    • Kestra Advisory Services, LLC: 19,089 shares

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