Kestra Advisory Services, LLC: BUFQ position timeline

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

Kestra Advisory Services, LLC held 306,471 BUFQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 306,471 shares
Change vs previous 13F +20,795 shares
0.03% of the 13F portfolio, value $12,035,104.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,415 shares
- Kestra Advisory Services, LLC: 281,056 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 285,676 shares
Change vs previous 13F -14,365 shares
0.03% of the 13F portfolio, value $10,090,077.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,965 shares
- Kestra Advisory Services, LLC: 259,711 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 300,041 shares
Change vs previous 13F +55,090 shares
0.03% of the 13F portfolio, value $10,753,470.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,965 shares
- Kestra Advisory Services, LLC: 275,076 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 244,951 shares
Change vs previous 13F +147,224 shares
0.03% of the 13F portfolio, value $8,534,093.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,165 shares
- Kestra Advisory Services, LLC: 219,786 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 97,727 shares
Change vs previous 13F -3,825 shares
0.01% of the 13F portfolio, value $3,244,537.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,803 shares
- Kestra Advisory Services, LLC: 52,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 101,552 shares
Change vs previous 13F -35,902 shares
0.01% of the 13F portfolio, value $3,032,342.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,654 shares
- Kestra Advisory Services, LLC: 52,898 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 137,454 shares
Change vs previous 13F -78,893 shares
0.02% of the 13F portfolio, value $4,320,179.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 80,665 shares
- Kestra Advisory Services, LLC: 56,503 shares
- Kestra Investment Management, LLC: 286 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 216,347 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,566,131.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 81,175 shares
- Kestra Advisory Services, LLC: 135,172 shares
Acceptance time not in the bulk data set (spec §4.2).