Kestra Advisory Services, LLC: BP position timeline

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

Kestra Advisory Services, LLC held 239,106 BP 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 239,106 shares
Change vs previous 13F -52,019 shares
0.02% of the 13F portfolio, value $8,834,961.
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: 94,857 shares
- Kestra Advisory Services, LLC: 144,249 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 291,125 shares
Change vs previous 13F +49,254 shares
0.04% of the 13F portfolio, value $13,682,840.
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: 112,741 shares
- Kestra Advisory Services, LLC: 178,384 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 241,871 shares
Change vs previous 13F +7,786 shares
0.03% of the 13F portfolio, value $8,400,191.
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: 111,174 shares
- Kestra Advisory Services, LLC: 130,697 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 234,085 shares
Change vs previous 13F +20,289 shares
0.03% of the 13F portfolio, value $8,066,581.
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
- KESTRA PRIVATE WEALTH SERVICES, LLC: 111,837 shares
- Kestra Advisory Services, LLC: 122,248 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 213,796 shares
Change vs previous 13F +5,739 shares
0.02% of the 13F portfolio, value $6,398,914.
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: 101,946 shares
- Kestra Advisory Services, LLC: 111,850 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 208,057 shares
Change vs previous 13F +15,247 shares
0.02% of the 13F portfolio, value $7,030,247.
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: 93,221 shares
- Kestra Advisory Services, LLC: 114,375 shares
- Kestra Investment Management, LLC: 461 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 192,810 shares
Change vs previous 13F -41,215 shares
0.02% of the 13F portfolio, value $5,699,464.
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: 77,721 shares
- Kestra Advisory Services, LLC: 114,614 shares
- Kestra Investment Management, LLC: 475 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 234,025 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,346,045.
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: 101,743 shares
- Kestra Advisory Services, LLC: 132,282 shares
Acceptance time not in the bulk data set (spec §4.2).