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Kestra Advisory Services, LLC: C position timeline

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

Kestra Advisory Services, LLC held 208,463 C 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 208,463 shares
    Change vs previous 13F +31,055 shares

    0.06% of the 13F portfolio, value $29,176,463.

    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: 49,621 shares
    • Kestra Advisory Services, LLC: 152,011 shares
    • Kestra Investment Management, LLC: 6,831 shares

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

  2. period ended2026-03-31
    13F 177,408 shares
    Change vs previous 13F -16,820 shares

    0.05% of the 13F portfolio, value $20,119,826.

    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: 50,095 shares
    • Kestra Advisory Services, LLC: 124,956 shares
    • Kestra Investment Management, LLC: 2,357 shares

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

  3. period ended2025-12-31
    13F 194,228 shares
    Change vs previous 13F +8,591 shares

    0.06% of the 13F portfolio, value $22,664,494.

    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: 50,651 shares
    • Kestra Advisory Services, LLC: 137,150 shares
    • Kestra Investment Management, LLC: 6,427 shares

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

  4. period ended2025-09-30
    13F 185,637 shares
    Change vs previous 13F -3,327 shares

    0.06% of the 13F portfolio, value $18,842,072.

    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: 46,052 shares
    • Kestra Advisory Services, LLC: 133,902 shares
    • Kestra Investment Management, LLC: 5,683 shares

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

  5. period ended2025-06-30
    13F/A 188,964 shares
    Change vs previous 13F +11,275 shares

    0.05% of the 13F portfolio, value $16,084,658.

    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: 41,392 shares
    • Kestra Advisory Services, LLC: 140,005 shares
    • Kestra Investment Management, LLC: 7,567 shares

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

  6. period ended2025-03-31
    13F/A 177,689 shares
    Change vs previous 13F -42,286 shares

    0.04% of the 13F portfolio, value $12,614,143.

    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: 42,166 shares
    • Kestra Advisory Services, LLC: 129,845 shares
    • Kestra Investment Management, LLC: 5,678 shares

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

  7. period ended2024-12-31
    13F 219,975 shares
    Change vs previous 13F -143,186 shares

    0.06% of the 13F portfolio, value $15,484,034.

    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: 41,696 shares
    • Kestra Advisory Services, LLC: 175,726 shares
    • Kestra Investment Management, LLC: 2,553 shares

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

  8. period ended2024-09-30
    13F 363,161 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,733,853.

    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: 27,880 shares
    • Kestra Advisory Services, LLC: 335,281 shares

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