Kestra Advisory Services, LLC: CCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CCI, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 59,268 CCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 59,268 sharesChange vs previous 13F -1,238 shares
0.01% of the 13F portfolio, value $4,488,426.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 37,706 shares
- Kestra Advisory Services, LLC: 21,562 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,506 sharesChange vs previous 13F +519 shares
0.01% of the 13F portfolio, value $4,919,733.
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: 38,703 shares
- Kestra Advisory Services, LLC: 21,803 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,987 sharesChange vs previous 13F -577 shares
0.01% of the 13F portfolio, value $5,330,984.
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: 34,422 shares
- Kestra Advisory Services, LLC: 20,805 shares
- Kestra Investment Management, LLC: 4,760 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,564 sharesChange vs previous 13F -6,217 shares
0.02% of the 13F portfolio, value $5,843,802.
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: 34,546 shares
- Kestra Advisory Services, LLC: 20,849 shares
- Kestra Investment Management, LLC: 5,169 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 66,781 sharesChange vs previous 13F -3,091 shares
0.02% of the 13F portfolio, value $6,860,388.
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: 38,942 shares
- Kestra Advisory Services, LLC: 21,674 shares
- Kestra Investment Management, LLC: 6,165 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 69,872 sharesChange vs previous 13F +6,049 shares
0.02% of the 13F portfolio, value $7,282,759.
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: 35,781 shares
- Kestra Advisory Services, LLC: 22,497 shares
- Kestra Investment Management, LLC: 11,594 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 63,823 sharesChange vs previous 13F +8,346 shares
0.02% of the 13F portfolio, value $5,792,576.
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: 32,018 shares
- Kestra Advisory Services, LLC: 28,443 shares
- Kestra Investment Management, LLC: 3,362 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55,477 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $6,581,285.
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: 34,693 shares
- Kestra Advisory Services, LLC: 18,280 shares
- Kestra Investment Management, LLC: 2,504 shares
Acceptance time not in the bulk data set (spec §4.2).