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Kestra Advisory Services, LLC: BILS position timeline

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

Kestra Advisory Services, LLC held 57,980 BILS 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 57,980 shares
    Change vs previous 13F -4,404 shares

    0.01% of the 13F portfolio, value $5,762,078.

    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: 25,250 shares
    • Kestra Advisory Services, LLC: 32,730 shares

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

  2. period ended2026-03-31
    13F 62,384 shares
    Change vs previous 13F -12,606 shares

    0.02% of the 13F portfolio, value $6,203,464.

    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: 20,760 shares
    • Kestra Advisory Services, LLC: 41,624 shares

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

  3. period ended2025-12-31
    13F 74,990 shares
    Change vs previous 13F +2,262 shares

    0.02% of the 13F portfolio, value $7,440,521.

    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: 20,170 shares
    • Kestra Advisory Services, LLC: 54,820 shares

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

  4. period ended2025-09-30
    13F 72,728 shares
    Change vs previous 13F +6,052 shares

    0.02% of the 13F portfolio, value $7,237,880.

    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: 20,370 shares
    • Kestra Advisory Services, LLC: 52,358 shares

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

  5. period ended2025-06-30
    13F 66,676 shares
    Change vs previous 13F +11,642 shares

    0.02% of the 13F portfolio, value $6,629,595.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,744 shares
    • Kestra Advisory Services, LLC: 46,932 shares

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

  6. period ended2025-03-31
    13F 55,034 shares
    Change vs previous 13F +10,128 shares

    0.02% of the 13F portfolio, value $5,475,333.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,283 shares
    • Kestra Advisory Services, LLC: 39,751 shares

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

  7. period ended2024-12-31
    13F 44,906 shares
    Change vs previous 13F -55,720 shares

    0.02% of the 13F portfolio, value $4,452,430.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,280 shares
    • Kestra Advisory Services, LLC: 31,626 shares

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

  8. period ended2024-09-30
    13F 100,626 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,020,366.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,808 shares
    • Kestra Advisory Services, LLC: 86,818 shares

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