Kestra Advisory Services, LLC: CB position timeline

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

Kestra Advisory Services, LLC held 73,056 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 73,056 shares
Change vs previous 13F +3,712 shares
0.06% of the 13F portfolio, value $24,933,075.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,838 shares
- Kestra Advisory Services, LLC: 38,470 shares
- Kestra Investment Management, LLC: 748 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 69,344 shares
Change vs previous 13F +1,122 shares
0.06% of the 13F portfolio, value $22,601,058.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,798 shares
- Kestra Advisory Services, LLC: 34,868 shares
- Kestra Investment Management, LLC: 678 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 68,222 shares
Change vs previous 13F -11,961 shares
0.07% of the 13F portfolio, value $21,293,322.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,352 shares
- Kestra Advisory Services, LLC: 33,870 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 80,183 shares
Change vs previous 13F +9,059 shares
0.08% of the 13F portfolio, value $22,631,680.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,508 shares
- Kestra Advisory Services, LLC: 46,675 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 71,124 shares
Change vs previous 13F -1,460 shares
0.08% of the 13F portfolio, value $20,605,964.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,407 shares
- Kestra Advisory Services, LLC: 37,717 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 72,584 shares
Change vs previous 13F +1,865 shares
0.08% of the 13F portfolio, value $21,919,642.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,901 shares
- Kestra Advisory Services, LLC: 38,683 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 70,719 shares
Change vs previous 13F -7,208 shares
0.07% of the 13F portfolio, value $19,539,659.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 32,091 shares
- Kestra Advisory Services, LLC: 38,309 shares
- Kestra Investment Management, LLC: 319 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 77,927 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $22,473,369.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,504 shares
- Kestra Advisory Services, LLC: 47,423 shares
Acceptance time not in the bulk data set (spec §4.2).