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Kestra Advisory Services, LLC: CBOE position timeline

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

Kestra Advisory Services, LLC held 3,910 CBOE 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 3,910 shares
    Change vs previous 13F -4,675 shares

    <0.01% of the 13F portfolio, value $948,721.

    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 8,585 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $2,413,055.

    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 8,525 shares
    Change vs previous 13F +3,179 shares

    0.01% of the 13F portfolio, value $2,139,806.

    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 5,346 shares
    Change vs previous 13F +1,544 shares

    0.01% of the 13F portfolio, value $1,311,144.

    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 3,802 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $886,767.

    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/A 3,641 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $823,922.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,641 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 3,898 shares
    Change vs previous 13F +2,724 shares

    <0.01% of the 13F portfolio, value $761,669.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,738 shares
    • Kestra Investment Management, LLC: 160 shares

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

  8. period ended2024-09-30
    13F 1,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,538.

    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).