Kestra Advisory Services, LLC: BLV position timeline

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

Kestra Advisory Services, LLC held 38,160 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 38,160 shares
Change vs previous 13F +3,483 shares
0.01% of the 13F portfolio, value $2,630,350.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 34,713 shares
- Kestra Investment Management, LLC: 3,447 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 34,677 shares
Change vs previous 13F -44,889 shares
0.01% of the 13F portfolio, value $2,385,096.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,100 shares
- Kestra Advisory Services, LLC: 28,421 shares
- Kestra Investment Management, LLC: 3,156 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 79,566 shares
Change vs previous 13F +49,787 shares
0.02% of the 13F portfolio, value $5,531,422.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,211 shares
- Kestra Advisory Services, LLC: 72,444 shares
- Kestra Investment Management, LLC: 2,911 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 29,779 shares
Change vs previous 13F -881,776 shares
0.01% of the 13F portfolio, value $2,109,851.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 911,555 shares
Change vs previous 13F +17,479 shares
0.31% of the 13F portfolio, value $63,389,553.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 911,555 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 894,076 shares
Change vs previous 13F +849,618 shares
0.25% of the 13F portfolio, value $65,659,959.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,275 shares
- Kestra Advisory Services, LLC: 890,801 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 44,458 shares
Change vs previous 13F +11,106 shares
0.01% of the 13F portfolio, value $3,042,204.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,663 shares
- Kestra Advisory Services, LLC: 37,832 shares
- Kestra Investment Management, LLC: 1,963 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 33,352 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,507,040.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,981 shares
- Kestra Advisory Services, LLC: 28,371 shares
Acceptance time not in the bulk data set (spec §4.2).