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Kestra Advisory Services, LLC: COIN position timeline

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

Kestra Advisory Services, LLC held 44,927 COIN 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 44,927 shares
    Change vs previous 13F -13,248 shares

    0.02% of the 13F portfolio, value $6,567,773.

    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: 21,180 shares
    • Kestra Advisory Services, LLC: 23,747 shares

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

  2. period ended2026-03-31
    13F 58,175 shares
    Change vs previous 13F +13,846 shares

    0.03% of the 13F portfolio, value $10,157,811.

    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: 24,547 shares
    • Kestra Advisory Services, LLC: 33,628 shares

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

  3. period ended2025-12-31
    13F 44,329 shares
    Change vs previous 13F -782 shares

    0.03% of the 13F portfolio, value $10,024,510.

    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: 22,661 shares
    • Kestra Advisory Services, LLC: 21,668 shares

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

  4. period ended2025-09-30
    13F 45,111 shares
    Change vs previous 13F +5,551 shares

    0.05% of the 13F portfolio, value $15,224,616.

    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: 26,501 shares
    • Kestra Advisory Services, LLC: 18,610 shares

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

  5. period ended2025-06-30
    13F 39,560 shares
    Change vs previous 13F -3,585 shares

    0.05% of the 13F portfolio, value $13,865,384.

    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: 25,064 shares
    • Kestra Advisory Services, LLC: 14,496 shares

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

  6. period ended2025-03-31
    13F 43,145 shares
    Change vs previous 13F +7,623 shares

    0.03% of the 13F portfolio, value $7,430,863.

    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: 20,827 shares
    • Kestra Advisory Services, LLC: 22,318 shares

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

  7. period ended2024-12-31
    13F 35,522 shares
    Change vs previous 13F +10,583 shares

    0.04% of the 13F portfolio, value $8,820,113.

    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: 18,552 shares
    • Kestra Advisory Services, LLC: 16,970 shares

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

  8. period ended2024-09-30
    13F 24,939 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,443,382.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,723 shares
    • Kestra Advisory Services, LLC: 11,216 shares

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