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Kestra Advisory Services, LLC: CLOV position timeline

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

Kestra Advisory Services, LLC held 288,726 CLOV 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 288,726 shares
    Change vs previous 13F +249,982 shares

    <0.01% of the 13F portfolio, value $1,512,925.

    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: 276,007 shares
    • Kestra Advisory Services, LLC: 12,719 shares

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

  2. period ended2026-03-31
    13F 38,744 shares
    Change vs previous 13F +7,389 shares

    <0.01% of the 13F portfolio, value $68,189.

    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: 24,525 shares
    • Kestra Advisory Services, LLC: 14,219 shares

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

  3. period ended2025-12-31
    13F 31,355 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $73,685.

    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: 17,025 shares
    • Kestra Advisory Services, LLC: 14,330 shares

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

  4. period ended2025-09-30
    13F 31,254 shares
    Change vs previous 13F -754 shares

    <0.01% of the 13F portfolio, value $95,638.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,525 shares
    • Kestra Advisory Services, LLC: 15,729 shares

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

  5. period ended2025-06-30
    13F 32,008 shares
    Change vs previous 13F +6,883 shares

    <0.01% of the 13F portfolio, value $89,303.

    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: 19,525 shares
    • Kestra Advisory Services, LLC: 12,483 shares

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

  6. period ended2025-03-31
    13F 25,125 shares
    Change vs previous 13F -9,843 shares

    <0.01% of the 13F portfolio, value $90,199.

    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: 13,525 shares
    • Kestra Advisory Services, LLC: 11,600 shares

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

  7. period ended2024-12-31
    13F 34,968 shares
    Change vs previous 13F +15,243 shares

    <0.01% of the 13F portfolio, value $110,149.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,025 shares
    • Kestra Advisory Services, LLC: 11,943 shares

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

  8. period ended2024-09-30
    13F 19,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,625.

    13F-HR 0001830819-24-000010 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).