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Kestra Advisory Services, LLC: BRO position timeline

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

Kestra Advisory Services, LLC held 6,586 BRO 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 6,586 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $422,504.

    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 5,983 shares
    Change vs previous 13F -3,733 shares

    <0.01% of the 13F portfolio, value $390,173.

    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 9,716 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $774,400.

    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 9,067 shares
    Change vs previous 13F +927 shares

    <0.01% of the 13F portfolio, value $850,379.

    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: 0 shares
    • Kestra Advisory Services, LLC: 9,067 shares

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

  5. period ended2025-06-30
    13F 8,140 shares
    Change vs previous 13F -5,437 shares

    <0.01% of the 13F portfolio, value $902,512.

    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: 2,239 shares
    • Kestra Advisory Services, LLC: 5,901 shares

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

  6. period ended2025-03-31
    13F 13,577 shares
    Change vs previous 13F -10,935 shares

    0.01% of the 13F portfolio, value $1,688,979.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,872 shares
    • Kestra Advisory Services, LLC: 6,705 shares

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

  7. period ended2024-12-31
    13F 24,512 shares
    Change vs previous 13F +6,409 shares

    0.01% of the 13F portfolio, value $2,500,715.

    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: 6,483 shares
    • Kestra Advisory Services, LLC: 18,029 shares

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

  8. period ended2024-09-30
    13F 18,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,875,502.

    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: 6,077 shares
    • Kestra Advisory Services, LLC: 12,026 shares

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