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Kestra Advisory Services, LLC: CF position timeline

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

Kestra Advisory Services, LLC held 26,122 CF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,122 shares
    Change vs previous 13F -3,867 shares

    0.01% of the 13F portfolio, value $2,827,935.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,427 shares
    • Kestra Advisory Services, LLC: 4,805 shares
    • Kestra Investment Management, LLC: 15,890 shares

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

  2. period ended2026-03-31
    13F 29,989 shares
    Change vs previous 13F -29,449 shares

    0.01% of the 13F portfolio, value $3,894,729.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,931 shares
    • Kestra Advisory Services, LLC: 5,228 shares
    • Kestra Investment Management, LLC: 19,830 shares

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

  3. period ended2025-12-31
    13F 59,438 shares
    Change vs previous 13F +2,411 shares

    0.01% of the 13F portfolio, value $4,596,878.

    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: 4,288 shares
    • Kestra Advisory Services, LLC: 39,619 shares
    • Kestra Investment Management, LLC: 15,531 shares

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

  4. period ended2025-09-30
    13F 57,027 shares
    Change vs previous 13F +40,958 shares

    0.02% of the 13F portfolio, value $5,115,277.

    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: 3,271 shares
    • Kestra Advisory Services, LLC: 37,057 shares
    • Kestra Investment Management, LLC: 16,699 shares

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

  5. period ended2025-06-30
    13F/A 16,069 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $1,478,300.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,756 shares
    • Kestra Advisory Services, LLC: 3,743 shares
    • Kestra Investment Management, LLC: 8,570 shares

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

  6. period ended2025-03-31
    13F 15,009 shares
    Change vs previous 13F +11,810 shares

    <0.01% of the 13F portfolio, value $1,172,954.

    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: 4,144 shares
    • Kestra Advisory Services, LLC: 10,865 shares

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

  7. period ended2024-12-31
    13F 3,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,939.

    13F-HR 0001649451-25-000002 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).