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Kestra Advisory Services, LLC: BIZD position timeline

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

Kestra Advisory Services, LLC held 251,490 BIZD 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 251,490 shares
    Change vs previous 13F -30,067 shares

    0.01% of the 13F portfolio, value $3,183,860.

    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: 94,714 shares
    • Kestra Advisory Services, LLC: 156,776 shares

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

  2. period ended2026-03-31
    13F 281,557 shares
    Change vs previous 13F -79,125 shares

    0.01% of the 13F portfolio, value $3,603,926.

    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: 102,633 shares
    • Kestra Advisory Services, LLC: 178,924 shares

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

  3. period ended2025-12-31
    13F 360,682 shares
    Change vs previous 13F -452,395 shares

    0.02% of the 13F portfolio, value $5,114,477.

    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: 106,344 shares
    • Kestra Advisory Services, LLC: 254,338 shares

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

  4. period ended2025-09-30
    13F 813,077 shares
    Change vs previous 13F +173,187 shares

    0.04% of the 13F portfolio, value $12,147,369.

    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: 85,071 shares
    • Kestra Advisory Services, LLC: 728,006 shares

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

  5. period ended2025-06-30
    13F 639,890 shares
    Change vs previous 13F +98,577 shares

    0.04% of the 13F portfolio, value $10,417,410.

    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: 71,772 shares
    • Kestra Advisory Services, LLC: 568,118 shares

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

  6. period ended2025-03-31
    13F 541,313 shares
    Change vs previous 13F +416,814 shares

    0.03% of the 13F portfolio, value $9,072,405.

    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: 70,015 shares
    • Kestra Advisory Services, LLC: 471,298 shares

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

  7. period ended2024-12-31
    13F 124,499 shares
    Change vs previous 13F -3,519 shares

    0.01% of the 13F portfolio, value $2,070,418.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,557 shares
    • Kestra Advisory Services, LLC: 52,942 shares

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

  8. period ended2024-09-30
    13F 128,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,119,983.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,371 shares
    • Kestra Advisory Services, LLC: 63,647 shares

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