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Kestra Advisory Services, LLC: BTC position timeline

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

Kestra Advisory Services, LLC held 175,303 BTC 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 175,303 shares
    Change vs previous 13F +23,277 shares

    0.01% of the 13F portfolio, value $4,549,120.

    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: 13,887 shares
    • Kestra Advisory Services, LLC: 161,416 shares

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

  2. period ended2026-03-31
    13F 152,026 shares
    Change vs previous 13F +24,554 shares

    0.01% of the 13F portfolio, value $4,559,266.

    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: 16,899 shares
    • Kestra Advisory Services, LLC: 135,127 shares

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

  3. period ended2025-12-31
    13F 127,472 shares
    Change vs previous 13F +4,825 shares

    0.02% of the 13F portfolio, value $4,936,998.

    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: 17,919 shares
    • Kestra Advisory Services, LLC: 109,553 shares

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

  4. period ended2025-09-30
    13F 122,647 shares
    Change vs previous 13F -562 shares

    0.02% of the 13F portfolio, value $6,209,618.

    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: 15,716 shares
    • Kestra Advisory Services, LLC: 106,931 shares

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

  5. period ended2025-06-30
    13F 123,209 shares
    Change vs previous 13F +29,701 shares

    0.02% of the 13F portfolio, value $5,883,230.

    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: 15,132 shares
    • Kestra Advisory Services, LLC: 108,077 shares

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

  6. period ended2025-03-31
    13F 93,508 shares
    Change vs previous 13F +3,968 shares

    0.01% of the 13F portfolio, value $3,412,107.

    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: 13,918 shares
    • Kestra Advisory Services, LLC: 79,590 shares

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

  7. period ended2024-12-31
    13F 89,540 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,749,040.

    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: 13,416 shares
    • Kestra Advisory Services, LLC: 76,124 shares

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