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Kestra Advisory Services, LLC: BSCU position timeline

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

Kestra Advisory Services, LLC held 960,217 BSCU 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 960,217 shares
    Change vs previous 13F +425,744 shares

    0.04% of the 13F portfolio, value $15,982,814.

    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: 83,348 shares
    • Kestra Advisory Services, LLC: 876,869 shares

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

  2. period ended2026-03-31
    13F 534,473 shares
    Change vs previous 13F +12,601 shares

    0.03% of the 13F portfolio, value $8,935,895.

    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: 76,562 shares
    • Kestra Advisory Services, LLC: 457,911 shares

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

  3. period ended2025-12-31
    13F 521,872 shares
    Change vs previous 13F +417,378 shares

    0.03% of the 13F portfolio, value $8,830,076.

    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: 78,130 shares
    • Kestra Advisory Services, LLC: 443,742 shares

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

  4. period ended2025-09-30
    13F 104,494 shares
    Change vs previous 13F -370 shares

    0.01% of the 13F portfolio, value $1,765,955.

    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: 72,483 shares
    • Kestra Advisory Services, LLC: 32,011 shares

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

  5. period ended2025-06-30
    13F 104,864 shares
    Change vs previous 13F +38,856 shares

    0.01% of the 13F portfolio, value $1,759,623.

    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: 78,826 shares
    • Kestra Advisory Services, LLC: 26,038 shares

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

  6. period ended2025-03-31
    13F 66,008 shares
    Change vs previous 13F +47,206 shares

    <0.01% of the 13F portfolio, value $1,095,072.

    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: 45,075 shares
    • Kestra Advisory Services, LLC: 20,933 shares

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

  7. period ended2024-12-31
    13F 18,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,789.

    13F-HR 0001830819-25-000002 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).