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Kestra Advisory Services, LLC: BKR position timeline

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

Kestra Advisory Services, LLC held 162,636 BKR 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 162,636 shares
    Change vs previous 13F -1,021 shares

    0.02% of the 13F portfolio, value $9,026,303.

    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: 10,511 shares
    • Kestra Advisory Services, LLC: 152,125 shares

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

  2. period ended2026-03-31
    13F 163,657 shares
    Change vs previous 13F +39,947 shares

    0.03% of the 13F portfolio, value $9,991,282.

    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: 8,703 shares
    • Kestra Advisory Services, LLC: 154,954 shares

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

  3. period ended2025-12-31
    13F 123,710 shares
    Change vs previous 13F +15,832 shares

    0.02% of the 13F portfolio, value $5,633,746.

    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: 5,334 shares
    • Kestra Advisory Services, LLC: 118,376 shares

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

  4. period ended2025-09-30
    13F 107,878 shares
    Change vs previous 13F +27,538 shares

    0.02% of the 13F portfolio, value $5,255,788.

    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: 5,470 shares
    • Kestra Advisory Services, LLC: 102,408 shares

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

  5. period ended2025-06-30
    13F 80,340 shares
    Change vs previous 13F +2,793 shares

    0.01% of the 13F portfolio, value $3,080,217.

    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: 13,175 shares
    • Kestra Advisory Services, LLC: 67,165 shares

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

  6. period ended2025-03-31
    13F/A 77,547 shares
    Change vs previous 13F +13,709 shares

    0.01% of the 13F portfolio, value $3,408,191.

    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: 13,202 shares
    • Kestra Advisory Services, LLC: 64,345 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 63,838 shares
    Change vs previous 13F +30,030 shares

    0.01% of the 13F portfolio, value $2,618,635.

    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: 24,455 shares
    • Kestra Advisory Services, LLC: 38,281 shares
    • Kestra Investment Management, LLC: 1,102 shares

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

  8. period ended2024-09-30
    13F 33,808 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,222,164.

    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: 19,586 shares
    • Kestra Advisory Services, LLC: 14,222 shares

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