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Kestra Advisory Services, LLC: CIVI position timeline

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

Kestra Advisory Services, LLC held 0 CIVI shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -49,578 shares

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 49,578 shares
    Change vs previous 13F -940 shares

    <0.01% of the 13F portfolio, value $1,343,065.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 33,873 shares
    • Kestra Investment Management, LLC: 15,705 shares

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

  3. period ended2025-09-30
    13F 50,518 shares
    Change vs previous 13F -17,850 shares

    0.01% of the 13F portfolio, value $1,641,844.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 35,037 shares
    • Kestra Investment Management, LLC: 15,481 shares

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

  4. period ended2025-06-30
    13F/A 68,368 shares
    Change vs previous 13F -16,416 shares

    0.01% of the 13F portfolio, value $1,881,485.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 51,815 shares
    • Kestra Investment Management, LLC: 16,553 shares

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

  5. period ended2025-03-31
    13F/A 84,784 shares
    Change vs previous 13F +3,951 shares

    0.01% of the 13F portfolio, value $2,958,114.

    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: 81,093 shares
    • Kestra Investment Management, LLC: 3,691 shares

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

  6. period ended2024-12-31
    13F 80,833 shares
    Change vs previous 13F +20,525 shares

    0.02% of the 13F portfolio, value $3,707,810.

    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).

  7. period ended2024-09-30
    13F 60,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,055,794.

    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).