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Kestra Advisory Services, LLC: BTT position timeline

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

Kestra Advisory Services, LLC held 39,234 BTT 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 39,234 shares
    Change vs previous 13F +12,956 shares

    <0.01% of the 13F portfolio, value $892,579.

    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: 12,303 shares
    • Kestra Advisory Services, LLC: 26,931 shares

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

  2. period ended2026-03-31
    13F 26,278 shares
    Change vs previous 13F -29,400 shares

    <0.01% of the 13F portfolio, value $596,501.

    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: 0 shares
    • Kestra Advisory Services, LLC: 26,278 shares

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

  3. period ended2025-12-31
    13F 55,678 shares
    Change vs previous 13F +7,673 shares

    <0.01% of the 13F portfolio, value $1,270,570.

    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: 19,253 shares
    • Kestra Advisory Services, LLC: 36,425 shares

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

  4. period ended2025-09-30
    13F 48,005 shares
    Change vs previous 13F +19,023 shares

    <0.01% of the 13F portfolio, value $1,078,202.

    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: 19,113 shares
    • Kestra Advisory Services, LLC: 28,892 shares

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

  5. period ended2025-06-30
    13F 28,982 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $634,416.

    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: 19,007 shares
    • Kestra Advisory Services, LLC: 9,975 shares

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

  6. period ended2025-03-31
    13F 28,872 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $612,952.

    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: 18,897 shares
    • Kestra Advisory Services, LLC: 9,975 shares

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

  7. period ended2024-12-31
    13F 28,951 shares
    Change vs previous 13F -5,607 shares

    <0.01% of the 13F portfolio, value $596,101.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,825 shares
    • Kestra Advisory Services, LLC: 10,126 shares

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

  8. period ended2024-09-30
    13F 34,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $747,136.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,679 shares
    • Kestra Advisory Services, LLC: 15,879 shares

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