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Disclosery

Kestra Advisory Services, LLC: BE position timeline

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

Kestra Advisory Services, LLC held 24,163 BE 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 24,163 shares
    Change vs previous 13F -19,513 shares

    0.02% of the 13F portfolio, value $7,314,015.

    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: 4,107 shares
    • Kestra Advisory Services, LLC: 20,056 shares

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

  2. period ended2026-03-31
    13F 43,676 shares
    Change vs previous 13F -31,459 shares

    0.02% of the 13F portfolio, value $5,917,606.

    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: 7,866 shares
    • Kestra Advisory Services, LLC: 35,810 shares

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

  3. period ended2025-12-31
    13F 75,135 shares
    Change vs previous 13F -35,114 shares

    0.02% of the 13F portfolio, value $6,528,503.

    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: 8,013 shares
    • Kestra Advisory Services, LLC: 67,122 shares

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

  4. period ended2025-09-30
    13F 110,249 shares
    Change vs previous 13F +110,249 shares

    0.03% of the 13F portfolio, value $9,323,751.

    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: 7,292 shares
    • Kestra Advisory Services, LLC: 102,957 shares

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -22,463 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 22,463 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $498,903.

    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).