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Kestra Advisory Services, LLC: CBZ position timeline

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

Kestra Advisory Services, LLC held 7,509 CBZ 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 7,509 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $240,889.

    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 7,509 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $201,617.

    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 7,509 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $378,829.

    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 7,509 shares
    Change vs previous 13F -7,570 shares

    <0.01% of the 13F portfolio, value $397,677.

    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/A 15,079 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $1,081,315.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,079 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 15,143 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $1,148,749.

    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: 15,079 shares
    • Kestra Investment Management, LLC: 64 shares

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

  7. period ended2024-12-31
    13F 15,079 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $1,233,915.

    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 15,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,013,253.

    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).