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Kestra Advisory Services, LLC: CLS position timeline

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

Kestra Advisory Services, LLC held 41,499 CLS 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 41,499 shares
    Change vs previous 13F +4,970 shares

    0.04% of the 13F portfolio, value $15,138,835.

    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: 17,571 shares
    • Kestra Advisory Services, LLC: 23,928 shares

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

  2. period ended2026-03-31
    13F 36,529 shares
    Change vs previous 13F -15,544 shares

    0.03% of the 13F portfolio, value $10,289,489.

    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: 15,554 shares
    • Kestra Advisory Services, LLC: 20,975 shares

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

  3. period ended2025-12-31
    13F 52,073 shares
    Change vs previous 13F +8,599 shares

    0.05% of the 13F portfolio, value $15,393,299.

    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: 14,976 shares
    • Kestra Advisory Services, LLC: 37,097 shares

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

  4. period ended2025-09-30
    13F 43,474 shares
    Change vs previous 13F +5,656 shares

    0.04% of the 13F portfolio, value $10,711,124.

    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: 15,490 shares
    • Kestra Advisory Services, LLC: 27,984 shares

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

  5. period ended2025-06-30
    13F 37,818 shares
    Change vs previous 13F +7,467 shares

    0.02% of the 13F portfolio, value $5,903,768.

    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: 15,270 shares
    • Kestra Advisory Services, LLC: 22,548 shares

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

  6. period ended2025-03-31
    13F/A 30,351 shares
    Change vs previous 13F +1,438 shares

    0.01% of the 13F portfolio, value $2,391,963.

    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: 11,780 shares
    • Kestra Advisory Services, LLC: 18,571 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 28,913 shares
    Change vs previous 13F +651 shares

    0.01% of the 13F portfolio, value $2,668,670.

    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: 13,290 shares
    • Kestra Advisory Services, LLC: 15,566 shares
    • Kestra Investment Management, LLC: 57 shares

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

  8. period ended2024-09-30
    13F 28,262 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,444,754.

    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: 11,071 shares
    • Kestra Advisory Services, LLC: 17,191 shares

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