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Kestra Advisory Services, LLC: CL position timeline

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

Kestra Advisory Services, LLC held 97,590 CL 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 97,590 shares
    Change vs previous 13F -9,000 shares

    0.02% of the 13F portfolio, value $8,947,050.

    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: 34,694 shares
    • Kestra Advisory Services, LLC: 60,497 shares
    • Kestra Investment Management, LLC: 2,399 shares

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

  2. period ended2026-03-31
    13F 106,590 shares
    Change vs previous 13F +26,886 shares

    0.02% of the 13F portfolio, value $9,084,663.

    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: 47,178 shares
    • Kestra Advisory Services, LLC: 56,767 shares
    • Kestra Investment Management, LLC: 2,645 shares

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

  3. period ended2025-12-31
    13F 79,704 shares
    Change vs previous 13F -8,409 shares

    0.02% of the 13F portfolio, value $6,298,210.

    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: 39,241 shares
    • Kestra Advisory Services, LLC: 40,463 shares

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

  4. period ended2025-09-30
    13F 88,113 shares
    Change vs previous 13F -9,382 shares

    0.02% of the 13F portfolio, value $7,043,728.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,535 shares
    • Kestra Advisory Services, LLC: 39,578 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 97,495 shares
    Change vs previous 13F +12,863 shares

    0.03% of the 13F portfolio, value $8,862,330.

    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: 37,167 shares
    • Kestra Advisory Services, LLC: 43,474 shares
    • Kestra Investment Management, LLC: 16,854 shares

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

  6. period ended2025-03-31
    13F/A 84,632 shares
    Change vs previous 13F -14,344 shares

    0.03% of the 13F portfolio, value $7,930,019.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,500 shares
    • Kestra Advisory Services, LLC: 34,567 shares
    • Kestra Investment Management, LLC: 12,565 shares

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

  7. period ended2024-12-31
    13F 98,976 shares
    Change vs previous 13F -13,876 shares

    0.03% of the 13F portfolio, value $8,997,893.

    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: 39,070 shares
    • Kestra Advisory Services, LLC: 43,527 shares
    • Kestra Investment Management, LLC: 16,379 shares

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

  8. period ended2024-09-30
    13F 112,852 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,715,144.

    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: 40,321 shares
    • Kestra Advisory Services, LLC: 62,136 shares
    • Kestra Investment Management, LLC: 10,395 shares

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