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Kestra Advisory Services, LLC: CDC position timeline

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

Kestra Advisory Services, LLC held 26,355 CDC 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 26,355 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $1,960,047.

    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: 6,764 shares
    • Kestra Advisory Services, LLC: 19,591 shares

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

  2. period ended2026-03-31
    13F 26,529 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $1,895,009.

    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: 6,502 shares
    • Kestra Advisory Services, LLC: 20,027 shares

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

  3. period ended2025-12-31
    13F 26,781 shares
    Change vs previous 13F +2,255 shares

    0.01% of the 13F portfolio, value $1,764,582.

    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: 7,429 shares
    • Kestra Advisory Services, LLC: 19,352 shares

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

  4. period ended2025-09-30
    13F 24,526 shares
    Change vs previous 13F -2,919 shares

    0.01% of the 13F portfolio, value $1,636,864.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,252 shares
    • Kestra Advisory Services, LLC: 16,274 shares

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

  5. period ended2025-06-30
    13F 27,445 shares
    Change vs previous 13F +2,435 shares

    0.01% of the 13F portfolio, value $1,748,544.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,124 shares
    • Kestra Advisory Services, LLC: 18,321 shares

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

  6. period ended2025-03-31
    13F 25,010 shares
    Change vs previous 13F -1,802 shares

    0.01% of the 13F portfolio, value $1,643,657.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,089 shares
    • Kestra Advisory Services, LLC: 15,921 shares

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

  7. period ended2024-12-31
    13F 26,812 shares
    Change vs previous 13F -7,420 shares

    0.01% of the 13F portfolio, value $1,677,895.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,562 shares
    • Kestra Advisory Services, LLC: 18,250 shares

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

  8. period ended2024-09-30
    13F 34,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,224,766.

    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: 18,832 shares
    • Kestra Advisory Services, LLC: 15,400 shares

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