Kestra Advisory Services, LLC: CHD position timeline

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

Kestra Advisory Services, LLC held 80,014 CHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 80,014 shares
Change vs previous 13F -7,304 shares
0.02% of the 13F portfolio, value $7,751,774.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 41,371 shares
- Kestra Advisory Services, LLC: 38,643 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 87,318 shares
Change vs previous 13F +38,024 shares
0.02% of the 13F portfolio, value $8,148,555.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 32,471 shares
- Kestra Advisory Services, LLC: 54,847 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,294 shares
Change vs previous 13F -9,086 shares
0.01% of the 13F portfolio, value $4,133,279.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,756 shares
- Kestra Advisory Services, LLC: 14,538 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 58,380 shares
Change vs previous 13F +1,028 shares
0.02% of the 13F portfolio, value $5,115,837.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 45,477 shares
- Kestra Advisory Services, LLC: 12,903 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 57,352 shares
Change vs previous 13F +7,513 shares
0.02% of the 13F portfolio, value $5,512,121.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,891 shares
- Kestra Advisory Services, LLC: 21,461 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 49,839 shares
Change vs previous 13F -1,138 shares
0.02% of the 13F portfolio, value $5,486,776.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,373 shares
- Kestra Advisory Services, LLC: 13,466 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 50,977 shares
Change vs previous 13F +1,319 shares
0.02% of the 13F portfolio, value $5,337,753.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,672 shares
- Kestra Advisory Services, LLC: 14,205 shares
- Kestra Investment Management, LLC: 100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 49,658 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $5,200,174.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,164 shares
- Kestra Advisory Services, LLC: 14,494 shares
Acceptance time not in the bulk data set (spec §4.2).