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Kestra Advisory Services, LLC: CALY position timeline

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

Kestra Advisory Services, LLC held 23,879 CALY 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 23,879 shares
    Change vs previous 13F -4,235 shares

    <0.01% of the 13F portfolio, value $448,687.

    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 28,114 shares
    Change vs previous 13F -7,719 shares

    <0.01% of the 13F portfolio, value $390,223.

    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 35,833 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $418,173.

    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 36,219 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $344,081.

    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 36,769 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $295,990.

    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 36,720 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $241,985.

    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 36,692 shares
    Change vs previous 13F -5,184 shares

    <0.01% of the 13F portfolio, value $288,399.

    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 41,876 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $459,796.

    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).