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Kestra Advisory Services, LLC: BOTZ position timeline

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

Kestra Advisory Services, LLC held 217,166 BOTZ 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 217,166 shares
    Change vs previous 13F -2,600 shares

    0.02% of the 13F portfolio, value $8,243,058.

    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: 7,221 shares
    • Kestra Advisory Services, LLC: 209,945 shares

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

  2. period ended2026-03-31
    13F 219,766 shares
    Change vs previous 13F +3,857 shares

    0.02% of the 13F portfolio, value $7,300,623.

    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: 14,773 shares
    • Kestra Advisory Services, LLC: 204,993 shares

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

  3. period ended2025-12-31
    13F 215,909 shares
    Change vs previous 13F -80,082 shares

    0.02% of the 13F portfolio, value $7,822,362.

    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: 25,150 shares
    • Kestra Advisory Services, LLC: 190,759 shares

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

  4. period ended2025-09-30
    13F 295,991 shares
    Change vs previous 13F -78,514 shares

    0.04% of the 13F portfolio, value $10,486,956.

    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: 24,306 shares
    • Kestra Advisory Services, LLC: 271,685 shares

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

  5. period ended2025-06-30
    13F 374,505 shares
    Change vs previous 13F +21,554 shares

    0.04% of the 13F portfolio, value $12,227,589.

    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: 25,333 shares
    • Kestra Advisory Services, LLC: 349,172 shares

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

  6. period ended2025-03-31
    13F/A 352,951 shares
    Change vs previous 13F +24,633 shares

    0.04% of the 13F portfolio, value $10,044,986.

    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: 19,354 shares
    • Kestra Advisory Services, LLC: 333,597 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 328,318 shares
    Change vs previous 13F +9,404 shares

    0.04% of the 13F portfolio, value $10,489,760.

    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: 16,342 shares
    • Kestra Advisory Services, LLC: 310,117 shares
    • Kestra Investment Management, LLC: 1,859 shares

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

  8. period ended2024-09-30
    13F 318,914 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,253,101.

    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: 13,832 shares
    • Kestra Advisory Services, LLC: 305,082 shares

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