Skip to content
Disclosery

Kestra Advisory Services, LLC: CEFZ position timeline

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

Kestra Advisory Services, LLC held 15,911 CEFZ 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 15,911 shares
    Change vs previous 13F -3,380 shares

    <0.01% of the 13F portfolio, value $130,940.

    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 19,291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,390.

    13F-HR 0001830819-26-000004 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).