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Kestra Advisory Services, LLC: BX position timeline

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

Kestra Advisory Services, LLC held 350,768 BX 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 350,768 shares
    Change vs previous 13F +14,601 shares

    0.09% of the 13F portfolio, value $41,274,826.

    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: 63,656 shares
    • Kestra Advisory Services, LLC: 283,769 shares
    • Kestra Investment Management, LLC: 3,343 shares

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

  2. period ended2026-03-31
    13F 336,167 shares
    Change vs previous 13F +44,909 shares

    0.1% of the 13F portfolio, value $38,655,903.

    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: 66,525 shares
    • Kestra Advisory Services, LLC: 267,390 shares
    • Kestra Investment Management, LLC: 2,252 shares

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

  3. period ended2025-12-31
    13F 291,258 shares
    Change vs previous 13F +58,657 shares

    0.12% of the 13F portfolio, value $44,894,540.

    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: 65,765 shares
    • Kestra Advisory Services, LLC: 223,991 shares
    • Kestra Investment Management, LLC: 1,502 shares

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

  4. period ended2025-09-30
    13F 232,601 shares
    Change vs previous 13F +7,161 shares

    0.12% of the 13F portfolio, value $39,739,963.

    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: 62,798 shares
    • Kestra Advisory Services, LLC: 167,080 shares
    • Kestra Investment Management, LLC: 2,723 shares

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

  5. period ended2025-06-30
    13F/A 225,440 shares
    Change vs previous 13F +21,463 shares

    0.11% of the 13F portfolio, value $33,721,327.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,129 shares
    • Kestra Advisory Services, LLC: 158,700 shares
    • Kestra Investment Management, LLC: 2,611 shares

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

  6. period ended2025-03-31
    13F/A 203,977 shares
    Change vs previous 13F -10,318 shares

    0.1% of the 13F portfolio, value $28,511,905.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,042 shares
    • Kestra Advisory Services, LLC: 141,289 shares
    • Kestra Investment Management, LLC: 646 shares

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

  7. period ended2024-12-31
    13F 214,295 shares
    Change vs previous 13F -22,521 shares

    0.14% of the 13F portfolio, value $36,948,651.

    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: 58,419 shares
    • Kestra Advisory Services, LLC: 155,491 shares
    • Kestra Investment Management, LLC: 385 shares

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

  8. period ended2024-09-30
    13F 236,816 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $36,263,703.

    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: 55,536 shares
    • Kestra Advisory Services, LLC: 181,280 shares

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