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Kestra Advisory Services, LLC: BAX position timeline

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

Kestra Advisory Services, LLC held 86,072 BAX 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 86,072 shares
    Change vs previous 13F +3,171 shares

    <0.01% of the 13F portfolio, value $1,835,047.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,325 shares
    • Kestra Advisory Services, LLC: 32,747 shares

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

  2. period ended2026-03-31
    13F 82,901 shares
    Change vs previous 13F +33,542 shares

    <0.01% of the 13F portfolio, value $1,392,990.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,034 shares
    • Kestra Advisory Services, LLC: 29,867 shares

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

  3. period ended2025-12-31
    13F 49,359 shares
    Change vs previous 13F -10,114 shares

    <0.01% of the 13F portfolio, value $943,236.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,008 shares
    • Kestra Advisory Services, LLC: 13,351 shares

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

  4. period ended2025-09-30
    13F 59,473 shares
    Change vs previous 13F +19,910 shares

    0.02% of the 13F portfolio, value $1,354,193.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 39,563 shares
    Change vs previous 13F -5,934 shares

    0.02% of the 13F portfolio, value $1,197,968.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,563 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 45,497 shares
    Change vs previous 13F +5,591 shares

    0.01% of the 13F portfolio, value $1,557,362.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,606 shares
    • Kestra Advisory Services, LLC: 6,891 shares

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

  7. period ended2024-12-31
    13F 39,906 shares
    Change vs previous 13F -10,969 shares

    <0.01% of the 13F portfolio, value $1,163,659.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,388 shares
    • Kestra Advisory Services, LLC: 8,518 shares

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

  8. period ended2024-09-30
    13F 50,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,931,728.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,741 shares
    • Kestra Advisory Services, LLC: 10,134 shares

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