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Kestra Advisory Services, LLC: CI position timeline

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

Kestra Advisory Services, LLC held 36,198 CI 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 36,198 shares
    Change vs previous 13F +12,498 shares

    0.02% of the 13F portfolio, value $9,979,115.

    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: 2,565 shares
    • Kestra Advisory Services, LLC: 27,280 shares
    • Kestra Investment Management, LLC: 6,353 shares

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

  2. period ended2026-03-31
    13F 23,700 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $6,321,983.

    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: 2,960 shares
    • Kestra Advisory Services, LLC: 16,860 shares
    • Kestra Investment Management, LLC: 3,880 shares

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

  3. period ended2025-12-31
    13F 23,825 shares
    Change vs previous 13F +964 shares

    0.02% of the 13F portfolio, value $6,557,330.

    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: 2,925 shares
    • Kestra Advisory Services, LLC: 15,831 shares
    • Kestra Investment Management, LLC: 5,069 shares

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

  4. period ended2025-09-30
    13F 22,861 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $6,589,851.

    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: 3,075 shares
    • Kestra Advisory Services, LLC: 15,115 shares
    • Kestra Investment Management, LLC: 4,671 shares

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

  5. period ended2025-06-30
    13F/A 22,825 shares
    Change vs previous 13F -256 shares

    0.02% of the 13F portfolio, value $7,545,565.

    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: 3,738 shares
    • Kestra Advisory Services, LLC: 16,729 shares
    • Kestra Investment Management, LLC: 2,358 shares

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

  6. period ended2025-03-31
    13F/A 23,081 shares
    Change vs previous 13F -1,312 shares

    0.03% of the 13F portfolio, value $7,593,649.

    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: 3,908 shares
    • Kestra Advisory Services, LLC: 14,676 shares
    • Kestra Investment Management, LLC: 4,497 shares

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

  7. period ended2024-12-31
    13F 24,393 shares
    Change vs previous 13F +3,647 shares

    0.03% of the 13F portfolio, value $6,735,976.

    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: 4,346 shares
    • Kestra Advisory Services, LLC: 16,750 shares
    • Kestra Investment Management, LLC: 3,297 shares

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

  8. period ended2024-09-30
    13F 20,746 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,187,384.

    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: 2,391 shares
    • Kestra Advisory Services, LLC: 16,339 shares
    • Kestra Investment Management, LLC: 2,016 shares

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