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Kestra Advisory Services, LLC: CFR position timeline

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

Kestra Advisory Services, LLC held 3,317 CFR 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 3,317 shares
    Change vs previous 13F -701 shares

    <0.01% of the 13F portfolio, value $512,576.

    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 4,018 shares
    Change vs previous 13F +1,256 shares

    <0.01% of the 13F portfolio, value $550,812.

    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).

  3. period ended2025-12-31
    13F 2,762 shares
    Change vs previous 13F -15,711 shares

    <0.01% of the 13F portfolio, value $349,713.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 18,473 shares
    Change vs previous 13F +15,795 shares

    0.01% of the 13F portfolio, value $2,341,832.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 2,678 shares
    Change vs previous 13F +292 shares

    <0.01% of the 13F portfolio, value $344,279.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 2,386 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $298,727.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 2,432 shares
    Change vs previous 13F -15,699 shares

    <0.01% of the 13F portfolio, value $326,496.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 18,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,028,181.

    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: 0 shares
    • Kestra Advisory Services, LLC: 18,131 shares

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