Kestra Advisory Services, LLC: BDX position timeline

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

Kestra Advisory Services, LLC held 15,837 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 15,837 shares
Change vs previous 13F -3,158 shares
0.01% of the 13F portfolio, value $2,396,620.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,362 shares
- Kestra Advisory Services, LLC: 12,475 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 18,995 shares
Change vs previous 13F -3,325 shares
0.01% of the 13F portfolio, value $2,986,652.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,166 shares
- Kestra Advisory Services, LLC: 12,829 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 22,320 shares
Change vs previous 13F +1,115 shares
0.01% of the 13F portfolio, value $4,331,583.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,693 shares
- Kestra Advisory Services, LLC: 14,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 21,205 shares
Change vs previous 13F +7,979 shares
0.01% of the 13F portfolio, value $3,968,896.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,259 shares
- Kestra Advisory Services, LLC: 13,946 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 13,226 shares
Change vs previous 13F -855 shares
0.01% of the 13F portfolio, value $2,278,254.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,741 shares
- Kestra Advisory Services, LLC: 7,485 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 14,081 shares
Change vs previous 13F +389 shares
0.01% of the 13F portfolio, value $3,225,395.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,700 shares
- Kestra Advisory Services, LLC: 8,345 shares
- Kestra Investment Management, LLC: 36 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,692 shares
Change vs previous 13F -45,590 shares
0.01% of the 13F portfolio, value $3,106,304.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,319 shares
- Kestra Advisory Services, LLC: 8,302 shares
- Kestra Investment Management, LLC: 71 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 59,282 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $14,292,780.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,923 shares
- Kestra Advisory Services, LLC: 51,359 shares
Acceptance time not in the bulk data set (spec §4.2).