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Kestra Advisory Services, LLC: CCD position timeline

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

Kestra Advisory Services, LLC held 48,843 CCD 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 48,843 shares
    Change vs previous 13F -1,345 shares

    <0.01% of the 13F portfolio, value $1,258,681.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,986 shares
    • Kestra Advisory Services, LLC: 33,857 shares

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

  2. period ended2026-03-31
    13F 50,188 shares
    Change vs previous 13F +2,878 shares

    <0.01% of the 13F portfolio, value $1,071,509.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,979 shares
    • Kestra Advisory Services, LLC: 32,209 shares

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

  3. period ended2025-12-31
    13F 47,310 shares
    Change vs previous 13F -1,255 shares

    <0.01% of the 13F portfolio, value $986,893.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,736 shares
    • Kestra Advisory Services, LLC: 25,574 shares

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

  4. period ended2025-09-30
    13F 48,565 shares
    Change vs previous 13F +5,118 shares

    <0.01% of the 13F portfolio, value $1,021,795.

    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: 24,592 shares
    • Kestra Advisory Services, LLC: 23,973 shares

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

  5. period ended2025-06-30
    13F 43,447 shares
    Change vs previous 13F +4,762 shares

    <0.01% of the 13F portfolio, value $876,123.

    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: 23,489 shares
    • Kestra Advisory Services, LLC: 19,958 shares

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

  6. period ended2025-03-31
    13F 38,685 shares
    Change vs previous 13F +3,907 shares

    <0.01% of the 13F portfolio, value $823,604.

    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: 22,175 shares
    • Kestra Advisory Services, LLC: 16,510 shares

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

  7. period ended2024-12-31
    13F 34,778 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $845,279.

    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: 18,689 shares
    • Kestra Advisory Services, LLC: 16,089 shares

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

  8. period ended2024-09-30
    13F 34,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $864,096.

    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: 18,355 shares
    • Kestra Advisory Services, LLC: 15,665 shares

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