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Kestra Advisory Services, LLC: BUFD position timeline

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

Kestra Advisory Services, LLC held 1,280,576 BUFD 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 1,280,576 shares
    Change vs previous 13F +5,165 shares

    0.1% of the 13F portfolio, value $38,058,722.

    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: 402,580 shares
    • Kestra Advisory Services, LLC: 877,996 shares

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

  2. period ended2026-03-31
    13F 1,275,411 shares
    Change vs previous 13F -11,476 shares

    0.1% of the 13F portfolio, value $35,711,501.

    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: 408,830 shares
    • Kestra Advisory Services, LLC: 866,581 shares

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

  3. period ended2025-12-31
    13F 1,286,887 shares
    Change vs previous 13F +14,108 shares

    0.11% of the 13F portfolio, value $36,341,682.

    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: 552,791 shares
    • Kestra Advisory Services, LLC: 734,096 shares

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

  4. period ended2025-09-30
    13F 1,272,779 shares
    Change vs previous 13F +122,022 shares

    0.12% of the 13F portfolio, value $35,179,605.

    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: 573,309 shares
    • Kestra Advisory Services, LLC: 699,470 shares

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

  5. period ended2025-06-30
    13F 1,150,757 shares
    Change vs previous 13F +607,184 shares

    0.11% of the 13F portfolio, value $30,564,099.

    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: 721,868 shares
    • Kestra Advisory Services, LLC: 428,889 shares

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

  6. period ended2025-03-31
    13F 543,573 shares
    Change vs previous 13F +362,752 shares

    0.05% of the 13F portfolio, value $13,562,147.

    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: 113,505 shares
    • Kestra Advisory Services, LLC: 430,068 shares

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

  7. period ended2024-12-31
    13F 180,821 shares
    Change vs previous 13F +19,687 shares

    0.02% of the 13F portfolio, value $4,614,552.

    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: 25,301 shares
    • Kestra Advisory Services, LLC: 155,520 shares

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

  8. period ended2024-09-30
    13F 161,134 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,034,789.

    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: 17,208 shares
    • Kestra Advisory Services, LLC: 143,926 shares

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