Kestra Advisory Services, LLC: CHKP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CHKP, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 5,303 CHKP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,303 sharesChange vs previous 13F -4,481 shares
<0.01% of the 13F portfolio, value $697,006.
13F-HR 0001830819-26-000007 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: 5,303 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,784 sharesChange vs previous 13F -327 shares
<0.01% of the 13F portfolio, value $1,397,680.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,014 shares
- Kestra Advisory Services, LLC: 4,770 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,111 sharesChange vs previous 13F +345 shares
0.01% of the 13F portfolio, value $1,876,243.
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: 4,861 shares
- Kestra Advisory Services, LLC: 5,250 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,766 sharesChange vs previous 13F -135 shares
0.01% of the 13F portfolio, value $2,020,734.
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: 1,731 shares
- Kestra Advisory Services, LLC: 4,660 shares
- Kestra Investment Management, LLC: 3,375 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 9,901 sharesChange vs previous 13F +154 shares
0.01% of the 13F portfolio, value $2,190,674.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,731 shares
- Kestra Advisory Services, LLC: 4,841 shares
- Kestra Investment Management, LLC: 3,329 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 9,747 sharesChange vs previous 13F +1,352 shares
0.01% of the 13F portfolio, value $2,221,536.
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: 2,161 shares
- Kestra Advisory Services, LLC: 5,271 shares
- Kestra Investment Management, LLC: 2,315 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,395 sharesChange vs previous 13F +1,537 shares
0.01% of the 13F portfolio, value $1,567,346.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,293 shares
- Kestra Advisory Services, LLC: 5,300 shares
- Kestra Investment Management, LLC: 1,802 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,858 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,322,291.
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: 1,488 shares
- Kestra Advisory Services, LLC: 5,370 shares
Acceptance time not in the bulk data set (spec §4.2).