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Kestra Advisory Services, LLC: B position timeline

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

Kestra Advisory Services, LLC held 215,202 B 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 215,202 shares
    Change vs previous 13F -42,194 shares

    0.02% of the 13F portfolio, value $7,904,362.

    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: 62,525 shares
    • Kestra Advisory Services, LLC: 152,677 shares

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

  2. period ended2026-03-31
    13F 257,396 shares
    Change vs previous 13F +25,711 shares

    0.03% of the 13F portfolio, value $10,499,205.

    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: 47,435 shares
    • Kestra Advisory Services, LLC: 209,961 shares

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

  3. period ended2025-12-31
    13F 231,685 shares
    Change vs previous 13F +9,641 shares

    0.03% of the 13F portfolio, value $10,089,913.

    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: 30,307 shares
    • Kestra Advisory Services, LLC: 201,378 shares

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

  4. period ended2025-09-30
    13F 222,044 shares
    Change vs previous 13F +2,664 shares

    0.02% of the 13F portfolio, value $7,276,361.

    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: 30,583 shares
    • Kestra Advisory Services, LLC: 191,461 shares

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

  5. period ended2025-06-30
    13F 219,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,567,490.

    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: 30,768 shares
    • Kestra Advisory Services, LLC: 188,612 shares

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