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Kestra Advisory Services, LLC: CNC position timeline

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

Kestra Advisory Services, LLC held 61,217 CNC 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 61,217 shares
    Change vs previous 13F +13,696 shares

    0.01% of the 13F portfolio, value $3,929,520.

    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: 14,748 shares
    • Kestra Advisory Services, LLC: 46,469 shares

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

  2. period ended2026-03-31
    13F 47,521 shares
    Change vs previous 13F -5,081 shares

    0.01% of the 13F portfolio, value $1,555,838.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 52,602 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $2,164,573.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory 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 52,338 shares
    Change vs previous 13F +38,382 shares

    0.01% of the 13F portfolio, value $1,867,427.

    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: 0 shares
    • Kestra Advisory Services, LLC: 52,338 shares

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

  5. period ended2025-06-30
    13F 13,956 shares
    Change vs previous 13F +1,449 shares

    <0.01% of the 13F portfolio, value $757,543.

    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: 7,906 shares
    • Kestra Advisory Services, LLC: 6,050 shares

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

  6. period ended2025-03-31
    13F/A 12,507 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $759,300.

    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: 6,372 shares
    • Kestra Advisory Services, LLC: 6,135 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 12,891 shares
    Change vs previous 13F +285 shares

    <0.01% of the 13F portfolio, value $780,937.

    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: 5,713 shares
    • Kestra Advisory Services, LLC: 7,135 shares
    • Kestra Investment Management, LLC: 43 shares

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

  8. period ended2024-09-30
    13F 12,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $948,942.

    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: 4,555 shares
    • Kestra Advisory Services, LLC: 8,051 shares

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