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Kestra Advisory Services, LLC: CBSH position timeline

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

Kestra Advisory Services, LLC held 5,915 CBSH 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 5,915 shares
    Change vs previous 13F -9,307 shares

    <0.01% of the 13F portfolio, value $341,574.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 15,222 shares
    Change vs previous 13F -5,829 shares

    0.01% of the 13F portfolio, value $748,929.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,222 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 21,051 shares
    Change vs previous 13F +3,248 shares

    <0.01% of the 13F portfolio, value $1,101,806.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,127 shares
    • Kestra Advisory Services, LLC: 2,924 shares

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

  4. period ended2025-09-30
    13F 17,803 shares
    Change vs previous 13F -4,094 shares

    0.01% of the 13F portfolio, value $1,063,932.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,803 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 21,897 shares
    Change vs previous 13F +4,592 shares

    <0.01% of the 13F portfolio, value $1,361,312.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,199 shares
    • Kestra Advisory Services, LLC: 3,698 shares

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

  6. period ended2025-03-31
    13F 17,305 shares
    Change vs previous 13F -8,475 shares

    <0.01% of the 13F portfolio, value $1,076,890.

    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: 13,939 shares
    • Kestra Advisory Services, LLC: 3,366 shares

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

  7. period ended2024-12-31
    13F 25,780 shares
    Change vs previous 13F +816 shares

    0.01% of the 13F portfolio, value $1,606,352.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,868 shares
    • Kestra Advisory Services, LLC: 11,912 shares

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

  8. period ended2024-09-30
    13F 24,964 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,482,854.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,848 shares
    • Kestra Advisory Services, LLC: 12,116 shares

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