Kestra Advisory Services, LLC: BNY position timeline

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

Kestra Advisory Services, LLC held 107,511 BNY 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 107,511 shares
Change vs previous 13F +6,582 shares
0.04% of the 13F portfolio, value $15,547,099.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 82,440 shares
- Kestra Advisory Services, LLC: 25,071 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 100,929 shares
Change vs previous 13F +2,635 shares
0.03% of the 13F portfolio, value $11,973,180.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 78,229 shares
- Kestra Advisory Services, LLC: 22,700 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 98,294 shares
Change vs previous 13F +441 shares
0.04% of the 13F portfolio, value $11,410,970.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 74,549 shares
- Kestra Advisory Services, LLC: 23,745 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 97,853 shares
Change vs previous 13F +16,699 shares
0.04% of the 13F portfolio, value $10,662,040.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 66,721 shares
- Kestra Advisory Services, LLC: 31,132 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 81,154 shares
Change vs previous 13F +3,178 shares
0.03% of the 13F portfolio, value $7,393,950.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 58,813 shares
- Kestra Advisory Services, LLC: 22,341 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 77,976 shares
Change vs previous 13F +15,350 shares
0.02% of the 13F portfolio, value $6,539,847.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 60,521 shares
- Kestra Advisory Services, LLC: 16,783 shares
- Kestra Investment Management, LLC: 672 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 62,626 shares
Change vs previous 13F -62,489 shares
0.02% of the 13F portfolio, value $4,811,555.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,234 shares
- Kestra Advisory Services, LLC: 19,053 shares
- Kestra Investment Management, LLC: 1,339 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 125,115 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $8,990,738.
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: 7,863 shares
- Kestra Advisory Services, LLC: 117,252 shares
Acceptance time not in the bulk data set (spec §4.2).