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Kestra Advisory Services, LLC: BWA position timeline

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

Kestra Advisory Services, LLC held 64,468 BWA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,468 shares
    Change vs previous 13F -2,148 shares

    0.01% of the 13F portfolio, value $4,280,668.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 13,183 shares
    • Kestra Investment Management, LLC: 51,285 shares

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

  2. period ended2026-03-31
    13F 66,616 shares
    Change vs previous 13F +58,268 shares

    0.01% of the 13F portfolio, value $3,614,573.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 9,487 shares
    • Kestra Investment Management, LLC: 57,129 shares

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

  3. period ended2025-12-31
    13F 8,348 shares
    Change vs previous 13F -1,915 shares

    <0.01% of the 13F portfolio, value $376,181.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,263 shares
    Change vs previous 13F -4,271 shares

    <0.01% of the 13F portfolio, value $451,140.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,534 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $486,589.

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

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

  6. period ended2025-03-31
    13F 15,564 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $445,909.

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

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

  7. period ended2024-12-31
    13F 15,035 shares
    Change vs previous 13F -1,327 shares

    <0.01% of the 13F portfolio, value $477,963.

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

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

  8. period ended2024-09-30
    13F 16,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $593,765.

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

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