Skip to content
Disclosery

Kestra Advisory Services, LLC: CLOI position timeline

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

Kestra Advisory Services, LLC held 216,565 CLOI 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 216,565 shares
    Change vs previous 13F +43,818 shares

    0.03% of the 13F portfolio, value $11,467,137.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 143,809 shares
    • Kestra Advisory Services, LLC: 72,756 shares

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

  2. period ended2026-03-31
    13F 172,747 shares
    Change vs previous 13F +90,423 shares

    0.03% of the 13F portfolio, value $9,103,770.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 102,809 shares
    • Kestra Advisory Services, LLC: 69,938 shares

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

  3. period ended2025-12-31
    13F 82,324 shares
    Change vs previous 13F +14,713 shares

    0.01% of the 13F portfolio, value $4,347,522.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,284 shares
    • Kestra Advisory Services, LLC: 2,040 shares

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

  4. period ended2025-09-30
    13F 67,611 shares
    Change vs previous 13F +18,034 shares

    0.01% of the 13F portfolio, value $3,590,111.

    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: 61,679 shares
    • Kestra Advisory Services, LLC: 5,932 shares

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

  5. period ended2025-06-30
    13F 49,577 shares
    Change vs previous 13F +46,468 shares

    0.01% of the 13F portfolio, value $2,625,079.

    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: 45,346 shares
    • Kestra Advisory Services, LLC: 4,231 shares

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

  6. period ended2025-03-31
    13F/A 3,109 shares
    Change vs previous 13F +3,069 shares

    <0.01% of the 13F portfolio, value $164,280.

    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: 3,109 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,094.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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