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Kestra Advisory Services, LLC: BSCQ position timeline

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

Kestra Advisory Services, LLC held 1,632,465 BSCQ 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 1,632,465 shares
    Change vs previous 13F +287,299 shares

    0.07% of the 13F portfolio, value $31,873,876.

    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: 598,395 shares
    • Kestra Advisory Services, LLC: 1,013,481 shares
    • Kestra Investment Management, LLC: 20,589 shares

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

  2. period ended2026-03-31
    13F 1,345,166 shares
    Change vs previous 13F +198,963 shares

    0.08% of the 13F portfolio, value $26,271,105.

    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: 633,761 shares
    • Kestra Advisory Services, LLC: 711,405 shares

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

  3. period ended2025-12-31
    13F 1,146,203 shares
    Change vs previous 13F +119,487 shares

    0.07% of the 13F portfolio, value $22,436,923.

    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: 566,822 shares
    • Kestra Advisory Services, LLC: 579,381 shares

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

  4. period ended2025-09-30
    13F 1,026,716 shares
    Change vs previous 13F +38,157 shares

    0.07% of the 13F portfolio, value $20,082,566.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 561,737 shares
    • Kestra Advisory Services, LLC: 464,979 shares

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

  5. period ended2025-06-30
    13F 988,559 shares
    Change vs previous 13F +54,280 shares

    0.07% of the 13F portfolio, value $19,296,680.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 542,920 shares
    • Kestra Advisory Services, LLC: 445,639 shares

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

  6. period ended2025-03-31
    13F 934,279 shares
    Change vs previous 13F +46,581 shares

    0.07% of the 13F portfolio, value $18,199,755.

    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: 488,515 shares
    • Kestra Advisory Services, LLC: 445,764 shares

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

  7. period ended2024-12-31
    13F 887,698 shares
    Change vs previous 13F -213,439 shares

    0.07% of the 13F portfolio, value $17,247,972.

    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: 416,654 shares
    • Kestra Advisory Services, LLC: 471,044 shares

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

  8. period ended2024-09-30
    13F 1,101,137 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $21,538,230.

    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: 396,178 shares
    • Kestra Advisory Services, LLC: 704,959 shares

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