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Kestra Advisory Services, LLC: BOCT position timeline

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

Kestra Advisory Services, LLC held 57,326 BOCT 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 57,326 shares
    Change vs previous 13F -10,767 shares

    0.01% of the 13F portfolio, value $3,039,493.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 68,093 shares
    Change vs previous 13F +1,622 shares

    0.01% of the 13F portfolio, value $3,267,549.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 66,471 shares
    Change vs previous 13F -4,106 shares

    0.01% of the 13F portfolio, value $3,285,286.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 70,577 shares
    Change vs previous 13F +6,901 shares

    0.02% of the 13F portfolio, value $3,417,323.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 63,676 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $2,894,059.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 64,596 shares
    Change vs previous 13F +1,386 shares

    0.01% of the 13F portfolio, value $2,715,370.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 63,210 shares
    Change vs previous 13F +12,269 shares

    0.01% of the 13F portfolio, value $2,732,252.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 50,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,162,432.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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