Kestra Advisory Services, LLC: CLF position timeline

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

Kestra Advisory Services, LLC held 249,250 CLF 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 249,250 shares
Change vs previous 13F -33,671 shares
0.01% of the 13F portfolio, value $2,340,457.
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: 151,074 shares
- Kestra Advisory Services, LLC: 98,176 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 282,921 shares
Change vs previous 13F +35,226 shares
0.01% of the 13F portfolio, value $2,390,678.
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: 166,618 shares
- Kestra Advisory Services, LLC: 116,303 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 247,695 shares
Change vs previous 13F +1,292 shares
0.01% of the 13F portfolio, value $3,289,389.
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: 174,737 shares
- Kestra Advisory Services, LLC: 72,958 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 246,403 shares
Change vs previous 13F -8,434 shares
0.01% of the 13F portfolio, value $3,006,115.
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: 171,289 shares
- Kestra Advisory Services, LLC: 75,114 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 254,837 shares
Change vs previous 13F +17,483 shares
0.01% of the 13F portfolio, value $1,936,758.
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: 172,915 shares
- Kestra Advisory Services, LLC: 81,922 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 237,354 shares
Change vs previous 13F -71,636 shares
0.01% of the 13F portfolio, value $1,951,050.
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: 137,730 shares
- Kestra Advisory Services, LLC: 99,624 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 308,990 shares
Change vs previous 13F -9,605 shares
0.01% of the 13F portfolio, value $2,904,506.
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: 160,130 shares
- Kestra Advisory Services, LLC: 148,610 shares
- Kestra Investment Management, LLC: 250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 318,595 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,068,456.
13F-HR 0001830819-24-000009 filed by Kestra Advisory 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: 144,492 shares
- Kestra Advisory Services, LLC: 174,103 shares
Acceptance time not in the bulk data set (spec §4.2).