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Kestra Advisory Services, LLC: CHRD position timeline

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

Kestra Advisory Services, LLC held 6,527 CHRD 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 6,527 shares
    Change vs previous 13F -4,427 shares

    <0.01% of the 13F portfolio, value $746,107.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,105 shares
    • Kestra Advisory Services, LLC: 2,422 shares

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

  2. period ended2026-03-31
    13F 10,954 shares
    Change vs previous 13F +6,596 shares

    <0.01% of the 13F portfolio, value $1,557,495.

    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: 8,355 shares
    • Kestra Advisory Services, LLC: 2,599 shares

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

  3. period ended2025-12-31
    13F 4,358 shares
    Change vs previous 13F -2,323 shares

    <0.01% of the 13F portfolio, value $404,019.

    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 6,681 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $663,867.

    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 6,715 shares
    Change vs previous 13F +724 shares

    <0.01% of the 13F portfolio, value $650,331.

    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/A 5,991 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $675,306.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,991 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,476 shares
    Change vs previous 13F -737 shares

    <0.01% of the 13F portfolio, value $757,138.

    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: 0 shares
    • Kestra Advisory Services, LLC: 6,340 shares
    • Kestra Investment Management, LLC: 136 shares

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

  8. period ended2024-09-30
    13F 7,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $939,391.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,743 shares
    • Kestra Advisory Services, LLC: 3,470 shares

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