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Kestra Advisory Services, LLC: CHI position timeline

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

Kestra Advisory Services, LLC held 36,684 CHI 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 36,684 shares
    Change vs previous 13F +3,233 shares

    <0.01% of the 13F portfolio, value $493,028.

    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 33,451 shares
    Change vs previous 13F +3,791 shares

    <0.01% of the 13F portfolio, value $359,265.

    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: 33,451 shares

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

  3. period ended2025-12-31
    13F 29,660 shares
    Change vs previous 13F +9,672 shares

    <0.01% of the 13F portfolio, value $310,833.

    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: 20,803 shares
    • Kestra Advisory Services, LLC: 8,857 shares

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

  4. period ended2025-09-30
    13F 19,988 shares
    Change vs previous 13F -17,334 shares

    <0.01% of the 13F portfolio, value $215,675.

    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: 19,988 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 37,322 shares
    Change vs previous 13F +16,632 shares

    <0.01% of the 13F portfolio, value $392,629.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,668 shares
    • Kestra Advisory Services, LLC: 17,654 shares

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

  6. period ended2025-03-31
    13F 20,690 shares
    Change vs previous 13F +7,599 shares

    <0.01% of the 13F portfolio, value $198,417.

    13F-HR 0001649451-25-000004 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).

  7. period ended2024-12-31
    13F 13,091 shares
    Change vs previous 13F -15,549 shares

    <0.01% of the 13F portfolio, value $156,307.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,091 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 28,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $333,374.

    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: 12,187 shares
    • Kestra Advisory Services, LLC: 16,453 shares

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