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Kestra Advisory Services, LLC: BNDX position timeline

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

Kestra Advisory Services, LLC held 2,031,890 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,031,890 shares
    Change vs previous 13F -760,366 shares

    0.22% of the 13F portfolio, value $98,404,472.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 95,173 shares
    • Kestra Advisory Services, LLC: 599,180 shares
    • Kestra Investment Management, LLC: 1,337,537 shares

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

  2. period ended2026-03-31
    13F 2,792,256 shares
    Change vs previous 13F +1,421,327 shares

    0.33% of the 13F portfolio, value $134,167,974.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,748 shares
    • Kestra Advisory Services, LLC: 572,449 shares
    • Kestra Investment Management, LLC: 2,163,059 shares

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

  3. period ended2025-12-31
    13F 1,370,929 shares
    Change vs previous 13F +911,788 shares

    0.18% of the 13F portfolio, value $66,243,299.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,309 shares
    • Kestra Advisory Services, LLC: 551,265 shares
    • Kestra Investment Management, LLC: 771,355 shares

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

  4. period ended2025-09-30
    13F 459,141 shares
    Change vs previous 13F +22,215 shares

    0.07% of the 13F portfolio, value $22,709,101.

    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: 38,254 shares
    • Kestra Advisory Services, LLC: 411,429 shares
    • Kestra Investment Management, LLC: 9,458 shares

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

  5. period ended2025-06-30
    13F/A 436,926 shares
    Change vs previous 13F +44,097 shares

    0.07% of the 13F portfolio, value $21,632,231.

    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: 29,068 shares
    • Kestra Advisory Services, LLC: 399,474 shares
    • Kestra Investment Management, LLC: 8,384 shares

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

  6. period ended2025-03-31
    13F/A 392,829 shares
    Change vs previous 13F +50,947 shares

    0.06% of the 13F portfolio, value $19,177,911.

    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: 34,477 shares
    • Kestra Advisory Services, LLC: 348,720 shares
    • Kestra Investment Management, LLC: 9,632 shares

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

  7. period ended2024-12-31
    13F 341,882 shares
    Change vs previous 13F +54,564 shares

    0.06% of the 13F portfolio, value $16,769,321.

    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: 63,725 shares
    • Kestra Advisory Services, LLC: 271,612 shares
    • Kestra Investment Management, LLC: 6,545 shares

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

  8. period ended2024-09-30
    13F 287,318 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,446,351.

    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: 61,224 shares
    • Kestra Advisory Services, LLC: 226,094 shares

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