Skip to content
Disclosery

Kestra Advisory Services, LLC: CLNE position timeline

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

Kestra Advisory Services, LLC held 16,100 CLNE 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 16,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,005.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 16,100 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $39,928.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH 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 14,600 shares
    Change vs previous 13F -2,225 shares

    <0.01% of the 13F portfolio, value $30,660.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH 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 16,825 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $43,409.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 17,025 shares
    Change vs previous 13F -21,015 shares

    <0.01% of the 13F portfolio, value $33,199.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,025 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 38,040 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $58,962.

    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: 14,800 shares
    • Kestra Advisory Services, LLC: 23,240 shares

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

  7. period ended2024-12-31
    13F 38,040 shares
    Change vs previous 13F +13,300 shares

    <0.01% of the 13F portfolio, value $95,480.

    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: 14,800 shares
    • Kestra Advisory Services, LLC: 23,240 shares

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

  8. period ended2024-09-30
    13F 24,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $76,941.

    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: 0 shares
    • Kestra Advisory Services, LLC: 24,740 shares

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