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Kestra Advisory Services, LLC: BYLD position timeline

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

Kestra Advisory Services, LLC held 139,843 BYLD 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 139,843 shares
    Change vs previous 13F -3,583 shares

    0.01% of the 13F portfolio, value $3,167,445.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 118,220 shares
    • Kestra Advisory Services, LLC: 21,623 shares

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

  2. period ended2026-03-31
    13F 143,426 shares
    Change vs previous 13F +25,688 shares

    0.01% of the 13F portfolio, value $3,231,385.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 121,834 shares
    • Kestra Advisory Services, LLC: 21,592 shares

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

  3. period ended2025-12-31
    13F 117,738 shares
    Change vs previous 13F +19,985 shares

    0.01% of the 13F portfolio, value $2,681,435.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 112,030 shares
    • Kestra Advisory Services, LLC: 5,708 shares

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

  4. period ended2025-09-30
    13F 97,753 shares
    Change vs previous 13F +12,643 shares

    0.03% of the 13F portfolio, value $2,240,500.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 85,110 shares
    Change vs previous 13F +58,251 shares

    0.03% of the 13F portfolio, value $1,924,337.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 26,859 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $602,313.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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