Kestra Advisory Services, LLC: CHRW position timeline

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

Kestra Advisory Services, LLC held 26,709 CHRW 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 26,709 shares
Change vs previous 13F -1,317 shares
0.01% of the 13F portfolio, value $5,033,627.
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: 21,341 shares
- Kestra Advisory Services, LLC: 5,368 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 28,026 shares
Change vs previous 13F -2,777 shares
0.01% of the 13F portfolio, value $4,654,346.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,318 shares
- Kestra Advisory Services, LLC: 6,708 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 30,803 shares
Change vs previous 13F +1,804 shares
0.02% of the 13F portfolio, value $4,951,830.
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: 21,281 shares
- Kestra Advisory Services, LLC: 9,522 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 28,999 shares
Change vs previous 13F +2,259 shares
0.01% of the 13F portfolio, value $3,839,431.
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: 21,317 shares
- Kestra Advisory Services, LLC: 7,682 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 26,740 shares
Change vs previous 13F +286 shares
0.01% of the 13F portfolio, value $2,565,717.
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: 21,529 shares
- Kestra Advisory Services, LLC: 5,083 shares
- Kestra Investment Management, LLC: 128 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 26,454 shares
Change vs previous 13F +77 shares
0.01% of the 13F portfolio, value $2,708,891.
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: 22,094 shares
- Kestra Advisory Services, LLC: 4,232 shares
- Kestra Investment Management, LLC: 128 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 26,377 shares
Change vs previous 13F +1,500 shares
0.01% of the 13F portfolio, value $2,725,271.
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: 22,160 shares
- Kestra Advisory Services, LLC: 4,217 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 24,877 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,745,651.
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: 22,464 shares
- Kestra Advisory Services, LLC: 2,413 shares
Acceptance time not in the bulk data set (spec §4.2).