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Kestra Advisory Services, LLC: BUFZ position timeline

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

Kestra Advisory Services, LLC held 1,774,398 BUFZ 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 1,774,398 shares
    Change vs previous 13F +140,015 shares

    0.11% of the 13F portfolio, value $49,558,923.

    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: 660,799 shares
    • Kestra Advisory Services, LLC: 1,086,392 shares
    • Kestra Investment Management, LLC: 27,207 shares

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

  2. period ended2026-03-31
    13F 1,634,383 shares
    Change vs previous 13F +505 shares

    0.12% of the 13F portfolio, value $42,935,228.

    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: 546,985 shares
    • Kestra Advisory Services, LLC: 1,087,398 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 1,633,878 shares
    Change vs previous 13F +199,577 shares

    0.12% of the 13F portfolio, value $43,346,783.

    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: 556,321 shares
    • Kestra Advisory Services, LLC: 1,059,702 shares
    • Kestra Investment Management, LLC: 17,855 shares

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

  4. period ended2025-09-30
    13F 1,434,301 shares
    Change vs previous 13F +418,614 shares

    0.11% of the 13F portfolio, value $37,148,396.

    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: 429,998 shares
    • Kestra Advisory Services, LLC: 986,913 shares
    • Kestra Investment Management, LLC: 17,390 shares

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

  5. period ended2025-06-30
    13F/A 1,015,687 shares
    Change vs previous 13F +89,550 shares

    0.11% of the 13F portfolio, value $25,321,077.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 997,570 shares
    • Kestra Investment Management, LLC: 18,117 shares

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

  6. period ended2025-03-31
    13F/A 926,137 shares
    Change vs previous 13F +44,538 shares

    0.09% of the 13F portfolio, value $21,764,220.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 917,623 shares
    • Kestra Investment Management, LLC: 8,514 shares

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

  7. period ended2024-12-31
    13F 881,599 shares
    Change vs previous 13F +227,193 shares

    0.1% of the 13F portfolio, value $21,061,400.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 872,808 shares
    • Kestra Investment Management, LLC: 8,791 shares

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

  8. period ended2024-09-30
    13F 654,406 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $15,404,717.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 645,136 shares
    • Kestra Investment Management, LLC: 9,270 shares

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