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Kestra Advisory Services, LLC: BIV position timeline

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

Kestra Advisory Services, LLC held 317,944 BIV 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 317,944 shares
    Change vs previous 13F +22,064 shares

    0.05% of the 13F portfolio, value $24,386,239.

    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: 116,914 shares
    • Kestra Advisory Services, LLC: 196,419 shares
    • Kestra Investment Management, LLC: 4,611 shares

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

  2. period ended2026-03-31
    13F 295,880 shares
    Change vs previous 13F +6,787 shares

    0.06% of the 13F portfolio, value $22,836,001.

    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: 115,091 shares
    • Kestra Advisory Services, LLC: 175,447 shares
    • Kestra Investment Management, LLC: 5,342 shares

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

  3. period ended2025-12-31
    13F 289,093 shares
    Change vs previous 13F +13,624 shares

    0.06% of the 13F portfolio, value $22,514,541.

    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: 113,193 shares
    • Kestra Advisory Services, LLC: 172,230 shares
    • Kestra Investment Management, LLC: 3,670 shares

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

  4. period ended2025-09-30
    13F 275,469 shares
    Change vs previous 13F +3,971 shares

    0.06% of the 13F portfolio, value $21,511,435.

    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: 98,456 shares
    • Kestra Advisory Services, LLC: 173,711 shares
    • Kestra Investment Management, LLC: 3,302 shares

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

  5. period ended2025-06-30
    13F/A 271,498 shares
    Change vs previous 13F +16,387 shares

    0.07% of the 13F portfolio, value $20,997,652.

    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: 87,099 shares
    • Kestra Advisory Services, LLC: 180,569 shares
    • Kestra Investment Management, LLC: 3,830 shares

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

  6. period ended2025-03-31
    13F/A 255,111 shares
    Change vs previous 13F -22,850 shares

    0.07% of the 13F portfolio, value $19,533,850.

    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: 72,347 shares
    • Kestra Advisory Services, LLC: 178,003 shares
    • Kestra Investment Management, LLC: 4,761 shares

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

  7. period ended2024-12-31
    13F 277,961 shares
    Change vs previous 13F +20,685 shares

    0.08% of the 13F portfolio, value $20,772,008.

    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: 99,223 shares
    • Kestra Advisory Services, LLC: 176,242 shares
    • Kestra Investment Management, LLC: 2,496 shares

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

  8. period ended2024-09-30
    13F 257,276 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $20,162,703.

    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: 100,378 shares
    • Kestra Advisory Services, LLC: 156,898 shares

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