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Kestra Advisory Services, LLC: BEN position timeline

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

Kestra Advisory Services, LLC held 43,330 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,330 shares
    Change vs previous 13F -25,432 shares

    <0.01% of the 13F portfolio, value $1,441,603.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 10,777 shares
    • Kestra Investment Management, LLC: 32,553 shares

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

  2. period ended2026-03-31
    13F 68,762 shares
    Change vs previous 13F +49,933 shares

    0.01% of the 13F portfolio, value $1,624,162.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 21,561 shares
    • Kestra Investment Management, LLC: 47,201 shares

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

  3. period ended2025-12-31
    13F 18,829 shares
    Change vs previous 13F -53,881 shares

    <0.01% of the 13F portfolio, value $449,834.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,829 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 72,710 shares
    Change vs previous 13F -16,965 shares

    0.01% of the 13F portfolio, value $1,681,784.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 10,512 shares
    • Kestra Investment Management, LLC: 62,198 shares

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

  5. period ended2025-06-30
    13F/A 89,675 shares
    Change vs previous 13F -9,262 shares

    0.01% of the 13F portfolio, value $2,138,756.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 19,460 shares
    • Kestra Investment Management, LLC: 70,215 shares

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

  6. period ended2025-03-31
    13F/A 98,937 shares
    Change vs previous 13F +46,538 shares

    0.01% of the 13F portfolio, value $1,904,537.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,429 shares
    • Kestra Investment Management, LLC: 83,508 shares

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

  7. period ended2024-12-31
    13F 52,399 shares
    Change vs previous 13F +16,239 shares

    0.01% of the 13F portfolio, value $1,063,175.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,608 shares
    • Kestra Investment Management, LLC: 36,791 shares

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

  8. period ended2024-09-30
    13F 36,160 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $728,619.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,272 shares
    • Kestra Investment Management, LLC: 17,888 shares

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