Kestra Advisory Services, LLC: CLX position timeline

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

Kestra Advisory Services, LLC held 32,255 CLX 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 32,255 shares
Change vs previous 13F -5,522 shares
0.01% of the 13F portfolio, value $3,078,435.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 5,359 shares
- Kestra Advisory Services, LLC: 26,896 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 37,777 shares
Change vs previous 13F +4,356 shares
0.01% of the 13F portfolio, value $3,914,790.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,957 shares
- Kestra Advisory Services, LLC: 31,820 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 33,421 shares
Change vs previous 13F -183 shares
0.01% of the 13F portfolio, value $3,369,828.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,853 shares
- Kestra Advisory Services, LLC: 27,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 33,604 shares
Change vs previous 13F -260 shares
0.01% of the 13F portfolio, value $4,143,414.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,731 shares
- Kestra Advisory Services, LLC: 25,873 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 33,864 shares
Change vs previous 13F -5,249 shares
0.01% of the 13F portfolio, value $4,065,991.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,207 shares
- Kestra Advisory Services, LLC: 22,657 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 39,113 shares
Change vs previous 13F -44 shares
0.02% of the 13F portfolio, value $5,759,389.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 11,385 shares
- Kestra Advisory Services, LLC: 27,380 shares
- Kestra Investment Management, LLC: 348 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,157 shares
Change vs previous 13F +7,081 shares
0.02% of the 13F portfolio, value $6,359,488.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,962 shares
- Kestra Advisory Services, LLC: 26,155 shares
- Kestra Investment Management, LLC: 40 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 32,076 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $5,225,551.
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: 5,788 shares
- Kestra Advisory Services, LLC: 26,288 shares
Acceptance time not in the bulk data set (spec §4.2).