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Kestra Advisory Services, LLC: CHW position timeline

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

Kestra Advisory Services, LLC held 61,906 CHW 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 61,906 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $551,583.

    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 62,658 shares
    Change vs previous 13F +1,856 shares

    <0.01% of the 13F portfolio, value $454,894.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 60,802 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $450,541.

    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 60,525 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $456,359.

    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 60,921 shares
    Change vs previous 13F +2,830 shares

    <0.01% of the 13F portfolio, value $434,365.

    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 58,091 shares
    Change vs previous 13F +4,038 shares

    <0.01% of the 13F portfolio, value $371,201.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 54,053 shares
    Change vs previous 13F +10,796 shares

    <0.01% of the 13F portfolio, value $364,858.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 43,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,150.

    13F-HR 0001830819-24-000009 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).