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Kestra Advisory Services, LLC: BTO position timeline

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

Kestra Advisory Services, LLC held 15,554 BTO 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 15,554 shares
    Change vs previous 13F +464 shares

    <0.01% of the 13F portfolio, value $613,136.

    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 15,090 shares
    Change vs previous 13F +639 shares

    <0.01% of the 13F portfolio, value $541,273.

    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 14,451 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $506,958.

    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 14,757 shares
    Change vs previous 13F +1,689 shares

    <0.01% of the 13F portfolio, value $530,960.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 13,068 shares
    Change vs previous 13F +732 shares

    <0.01% of the 13F portfolio, value $462,868.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 12,336 shares
    Change vs previous 13F +651 shares

    <0.01% of the 13F portfolio, value $420,781.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 11,685 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,038.

    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).