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Kestra Advisory Services, LLC: CDE position timeline

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

Kestra Advisory Services, LLC held 122,044 CDE 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 122,044 shares
    Change vs previous 13F -17,101 shares

    <0.01% of the 13F portfolio, value $1,991,752.

    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: 36,967 shares
    • Kestra Advisory Services, LLC: 85,077 shares

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

  2. period ended2026-03-31
    13F 139,145 shares
    Change vs previous 13F +68,644 shares

    0.01% of the 13F portfolio, value $2,611,752.

    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: 39,544 shares
    • Kestra Advisory Services, LLC: 99,601 shares

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

  3. period ended2025-12-31
    13F 70,501 shares
    Change vs previous 13F -20,142 shares

    <0.01% of the 13F portfolio, value $1,257,033.

    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: 35,847 shares
    • Kestra Advisory Services, LLC: 34,654 shares

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

  4. period ended2025-09-30
    13F 90,643 shares
    Change vs previous 13F +3,791 shares

    0.01% of the 13F portfolio, value $1,700,463.

    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: 58,084 shares
    • Kestra Advisory Services, LLC: 32,559 shares

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

  5. period ended2025-06-30
    13F 86,852 shares
    Change vs previous 13F +6,219 shares

    <0.01% of the 13F portfolio, value $769,509.

    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: 35,152 shares
    • Kestra Advisory Services, LLC: 51,700 shares

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

  6. period ended2025-03-31
    13F 80,633 shares
    Change vs previous 13F +7,603 shares

    <0.01% of the 13F portfolio, value $477,347.

    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: 41,989 shares
    • Kestra Advisory Services, LLC: 38,644 shares

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

  7. period ended2024-12-31
    13F 73,030 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $417,731.

    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: 35,402 shares
    • Kestra Advisory Services, LLC: 37,628 shares

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

  8. period ended2024-09-30
    13F 73,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,330.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,402 shares
    • Kestra Advisory Services, LLC: 37,611 shares

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