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Kestra Advisory Services, LLC: BUFR position timeline

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

Kestra Advisory Services, LLC held 4,614,524 BUFR 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 4,614,524 shares
    Change vs previous 13F +106,905 shares

    0.37% of the 13F portfolio, value $168,568,558.

    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: 1,856,317 shares
    • Kestra Advisory Services, LLC: 2,725,740 shares
    • Kestra Investment Management, LLC: 32,467 shares

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

  2. period ended2026-03-31
    13F 4,507,619 shares
    Change vs previous 13F -712,059 shares

    0.44% of the 13F portfolio, value $152,222,287.

    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: 2,001,554 shares
    • Kestra Advisory Services, LLC: 2,506,065 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 5,219,678 shares
    Change vs previous 13F +57,366 shares

    0.49% of the 13F portfolio, value $178,826,185.

    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: 1,968,773 shares
    • Kestra Advisory Services, LLC: 3,220,487 shares
    • Kestra Investment Management, LLC: 30,418 shares

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

  4. period ended2025-09-30
    13F 5,162,312 shares
    Change vs previous 13F +1,355,435 shares

    0.52% of the 13F portfolio, value $172,524,485.

    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: 1,926,268 shares
    • Kestra Advisory Services, LLC: 3,208,731 shares
    • Kestra Investment Management, LLC: 27,313 shares

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

  5. period ended2025-06-30
    13F/A 3,806,877 shares
    Change vs previous 13F +149,914 shares

    0.39% of the 13F portfolio, value $121,058,681.

    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: 1,910,379 shares
    • Kestra Advisory Services, LLC: 1,869,946 shares
    • Kestra Investment Management, LLC: 26,552 shares

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

  6. period ended2025-03-31
    13F/A 3,656,963 shares
    Change vs previous 13F -117,810 shares

    0.36% of the 13F portfolio, value $108,575,232.

    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: 1,895,124 shares
    • Kestra Advisory Services, LLC: 1,736,361 shares
    • Kestra Investment Management, LLC: 25,478 shares

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

  7. period ended2024-12-31
    13F 3,774,773 shares
    Change vs previous 13F +284,785 shares

    0.43% of the 13F portfolio, value $115,017,333.

    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: 1,857,220 shares
    • Kestra Advisory Services, LLC: 1,893,924 shares
    • Kestra Investment Management, LLC: 23,629 shares

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

  8. period ended2024-09-30
    13F 3,489,988 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $104,315,742.

    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: 1,680,756 shares
    • Kestra Advisory Services, LLC: 1,788,758 shares
    • Kestra Investment Management, LLC: 20,474 shares

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