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Kestra Advisory Services, LLC: CDX position timeline

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

Kestra Advisory Services, LLC held 19,073 CDX 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 19,073 shares
    Change vs previous 13F +730 shares

    <0.01% of the 13F portfolio, value $402,825.

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

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

  2. period ended2026-03-31
    13F 18,343 shares
    Change vs previous 13F -37,330 shares

    <0.01% of the 13F portfolio, value $391,436.

    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: 0 shares
    • Kestra Advisory Services, LLC: 18,343 shares

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

  3. period ended2025-12-31
    13F 55,673 shares
    Change vs previous 13F +2,076 shares

    <0.01% of the 13F portfolio, value $1,239,834.

    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: 38,161 shares
    • Kestra Advisory Services, LLC: 17,512 shares

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

  4. period ended2025-09-30
    13F 53,597 shares
    Change vs previous 13F +18,238 shares

    <0.01% of the 13F portfolio, value $1,227,908.

    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: 36,154 shares
    • Kestra Advisory Services, LLC: 17,443 shares

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

  5. period ended2025-06-30
    13F 35,359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $824,572.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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