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Kestra Advisory Services, LLC: BSV position timeline

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

Kestra Advisory Services, LLC held 456,337 BSV 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 456,337 shares
    Change vs previous 13F +50,877 shares

    0.08% of the 13F portfolio, value $35,553,281.

    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: 157,682 shares
    • Kestra Advisory Services, LLC: 291,870 shares
    • Kestra Investment Management, LLC: 6,785 shares

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

  2. period ended2026-03-31
    13F 405,460 shares
    Change vs previous 13F +34,202 shares

    0.09% of the 13F portfolio, value $31,792,155.

    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: 159,916 shares
    • Kestra Advisory Services, LLC: 245,544 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 371,258 shares
    Change vs previous 13F -9,280 shares

    0.08% of the 13F portfolio, value $29,258,842.

    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: 158,599 shares
    • Kestra Advisory Services, LLC: 207,158 shares
    • Kestra Investment Management, LLC: 5,501 shares

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

  4. period ended2025-09-30
    13F 380,538 shares
    Change vs previous 13F +75,791 shares

    0.09% of the 13F portfolio, value $30,028,257.

    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: 145,254 shares
    • Kestra Advisory Services, LLC: 230,515 shares
    • Kestra Investment Management, LLC: 4,769 shares

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

  5. period ended2025-06-30
    13F/A 304,747 shares
    Change vs previous 13F +15,515 shares

    0.08% of the 13F portfolio, value $23,983,540.

    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: 134,952 shares
    • Kestra Advisory Services, LLC: 165,659 shares
    • Kestra Investment Management, LLC: 4,136 shares

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

  6. period ended2025-03-31
    13F/A 289,232 shares
    Change vs previous 13F -29,647 shares

    0.08% of the 13F portfolio, value $22,641,081.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 138,325 shares
    • Kestra Advisory Services, LLC: 144,885 shares
    • Kestra Investment Management, LLC: 6,022 shares

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

  7. period ended2024-12-31
    13F 318,879 shares
    Change vs previous 13F -45,451 shares

    0.09% of the 13F portfolio, value $24,639,740.

    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: 151,827 shares
    • Kestra Advisory Services, LLC: 163,322 shares
    • Kestra Investment Management, LLC: 3,730 shares

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

  8. period ended2024-09-30
    13F 364,330 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $28,669,161.

    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: 155,002 shares
    • Kestra Advisory Services, LLC: 209,328 shares

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