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Kestra Advisory Services, LLC: BLOK position timeline

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

Kestra Advisory Services, LLC held 27,096 BLOK 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 27,096 shares
    Change vs previous 13F -3,552 shares

    <0.01% of the 13F portfolio, value $1,697,003.

    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: 8,403 shares
    • Kestra Advisory Services, LLC: 18,693 shares

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

  2. period ended2026-03-31
    13F 30,648 shares
    Change vs previous 13F +2,218 shares

    <0.01% of the 13F portfolio, value $1,526,535.

    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: 8,403 shares
    • Kestra Advisory Services, LLC: 22,245 shares

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

  3. period ended2025-12-31
    13F 28,430 shares
    Change vs previous 13F -4,534 shares

    0.01% of the 13F portfolio, value $1,617,389.

    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: 7,712 shares
    • Kestra Advisory Services, LLC: 20,718 shares

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

  4. period ended2025-09-30
    13F 32,964 shares
    Change vs previous 13F +7,534 shares

    0.01% of the 13F portfolio, value $2,209,907.

    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: 13,795 shares
    • Kestra Advisory Services, LLC: 19,169 shares

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

  5. period ended2025-06-30
    13F 25,430 shares
    Change vs previous 13F +5,803 shares

    0.01% of the 13F portfolio, value $1,452,331.

    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: 10,308 shares
    • Kestra Advisory Services, LLC: 15,122 shares

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

  6. period ended2025-03-31
    13F 19,627 shares
    Change vs previous 13F -601 shares

    <0.01% of the 13F portfolio, value $723,844.

    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: 7,428 shares
    • Kestra Advisory Services, LLC: 12,199 shares

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

  7. period ended2024-12-31
    13F 20,228 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $873,647.

    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: 7,028 shares
    • Kestra Advisory Services, LLC: 13,200 shares

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

  8. period ended2024-09-30
    13F 20,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $758,284.

    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: 7,028 shares
    • Kestra Advisory Services, LLC: 13,182 shares

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