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Kestra Advisory Services, LLC: CAKE position timeline

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

Kestra Advisory Services, LLC held 6,919 CAKE 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 6,919 shares
    Change vs previous 13F +191 shares

    <0.01% of the 13F portfolio, value $550,303.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 6,728 shares
    Change vs previous 13F -847 shares

    <0.01% of the 13F portfolio, value $368,370.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 7,575 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $382,409.

    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 7,417 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $405,255.

    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 7,300 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $457,433.

    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 7,359 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $358,089.

    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 7,433 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $352,622.

    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 7,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,129.

    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).