Kestra Advisory Services, LLC: CBL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CBL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 CBL shares at 2026-03-31 per its 13F-HR filed 2026-04-30.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -579 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 579 sharesChange vs previous 13F +579 shares
<0.01% of the 13F portfolio, value $21,422.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -11,018 shares
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 11,018 sharesChange vs previous 13F +2,759 shares
<0.01% of the 13F portfolio, value $279,747.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 8,259 sharesChange vs previous 13F +8,039 shares
<0.01% of the 13F portfolio, value $219,524.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,259 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 220 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,470.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).