Kestra Advisory Services, LLC: BUXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on BUXX, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 BUXX shares at 2026-03-31 per its 13F-HR filed 2026-04-30.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -3,272 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 3,272 sharesChange vs previous 13F +3,272 shares
<0.01% of the 13F portfolio, value $66,219.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -142,378 shares
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 142,378 sharesChange vs previous 13F -36,124 shares
0.04% of the 13F portfolio, value $2,893,121.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 178,502 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $3,625,376.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).