Kestra Advisory Services, LLC: BR position timeline

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

Kestra Advisory Services, LLC held 40,287 BR 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 40,287 shares
Change vs previous 13F +136 shares
0.01% of the 13F portfolio, value $5,517,272.
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: 29,421 shares
- Kestra Advisory Services, LLC: 10,866 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 40,151 shares
Change vs previous 13F -652 shares
0.02% of the 13F portfolio, value $6,523,733.
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: 29,048 shares
- Kestra Advisory Services, LLC: 11,103 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 40,803 shares
Change vs previous 13F -1,818 shares
0.03% of the 13F portfolio, value $9,105,955.
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: 28,893 shares
- Kestra Advisory Services, LLC: 11,910 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 42,621 shares
Change vs previous 13F +453 shares
0.03% of the 13F portfolio, value $10,151,122.
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: 30,995 shares
- Kestra Advisory Services, LLC: 11,626 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 42,168 shares
Change vs previous 13F +1,954 shares
0.04% of the 13F portfolio, value $10,248,142.
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: 30,789 shares
- Kestra Advisory Services, LLC: 11,379 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 40,214 shares
Change vs previous 13F -195 shares
0.03% of the 13F portfolio, value $9,750,288.
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: 29,797 shares
- Kestra Advisory Services, LLC: 9,797 shares
- Kestra Investment Management, LLC: 620 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 40,409 shares
Change vs previous 13F +3,806 shares
0.03% of the 13F portfolio, value $9,136,071.
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: 29,837 shares
- Kestra Advisory Services, LLC: 10,064 shares
- Kestra Investment Management, LLC: 508 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 36,603 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,870,678.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH 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: 27,302 shares
- Kestra Advisory Services, LLC: 9,301 shares
Acceptance time not in the bulk data set (spec §4.2).