Kestra Advisory Services, LLC: BW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on BW, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 70,400 BW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 70,400 sharesChange vs previous 13F -3,350 shares
<0.01% of the 13F portfolio, value $992,640.
13F-HR 0001830819-26-000007 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 ended2026-03-3113F 73,750 sharesChange vs previous 13F -70,100 shares
<0.01% of the 13F portfolio, value $1,083,388.
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).
- period ended2025-12-3113F 143,850 sharesChange vs previous 13F -63,660 shares
<0.01% of the 13F portfolio, value $912,009.
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 207,510 sharesChange vs previous 13F +157,510 shares
<0.01% of the 13F portfolio, value $601,779.
13F-HR 0001830819-25-000013 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 ended2025-06-3013F 50,000 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $48,105.
13F-HR 0001830819-25-000009 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).