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Kestra Advisory Services, LLC: BBDC position timeline

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

Kestra Advisory Services, LLC held 62,949 BBDC 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 62,949 shares
    Change vs previous 13F +2,212 shares

    <0.01% of the 13F portfolio, value $536,324.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 60,737 shares
    Change vs previous 13F +8,681 shares

    <0.01% of the 13F portfolio, value $499,864.

    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 52,056 shares
    Change vs previous 13F -10,266 shares

    <0.01% of the 13F portfolio, value $477,874.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 62,322 shares
    Change vs previous 13F -11,348 shares

    <0.01% of the 13F portfolio, value $545,944.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 73,670 shares
    Change vs previous 13F +14,144 shares

    <0.01% of the 13F portfolio, value $673,344.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 59,526 shares
    Change vs previous 13F -9,606 shares

    <0.01% of the 13F portfolio, value $567,878.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 69,132 shares
    Change vs previous 13F +16,252 shares

    <0.01% of the 13F portfolio, value $661,593.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 52,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,220.

    13F-HR 0001830819-24-000009 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).