Kestra Advisory Services, LLC: CDNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CDNS, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 24,757 CDNS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 24,757 sharesChange vs previous 13F +2,046 shares
0.02% of the 13F portfolio, value $9,291,773.
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: 17,896 shares
- Kestra Advisory Services, LLC: 5,881 shares
- Kestra Investment Management, LLC: 980 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,711 sharesChange vs previous 13F -3,480 shares
0.02% of the 13F portfolio, value $6,310,688.
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: 18,049 shares
- Kestra Advisory Services, LLC: 4,662 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,191 sharesChange vs previous 13F -77 shares
0.02% of the 13F portfolio, value $8,186,763.
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: 17,375 shares
- Kestra Advisory Services, LLC: 8,056 shares
- Kestra Investment Management, LLC: 760 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,268 sharesChange vs previous 13F +109 shares
0.03% of the 13F portfolio, value $9,226,921.
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: 16,906 shares
- Kestra Advisory Services, LLC: 8,414 shares
- Kestra Investment Management, LLC: 948 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 26,159 sharesChange vs previous 13F +1,657 shares
0.03% of the 13F portfolio, value $8,060,896.
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: 16,914 shares
- Kestra Advisory Services, LLC: 8,227 shares
- Kestra Investment Management, LLC: 1,018 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 24,502 sharesChange vs previous 13F -1,620 shares
0.02% of the 13F portfolio, value $6,231,594.
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: 16,181 shares
- Kestra Advisory Services, LLC: 8,073 shares
- Kestra Investment Management, LLC: 248 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,122 sharesChange vs previous 13F +2,549 shares
0.03% of the 13F portfolio, value $7,848,617.
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: 16,132 shares
- Kestra Advisory Services, LLC: 9,658 shares
- Kestra Investment Management, LLC: 332 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,573 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $6,389,112.
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: 14,757 shares
- Kestra Advisory Services, LLC: 8,816 shares
Acceptance time not in the bulk data set (spec §4.2).