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Kestra Advisory Services, LLC: COLB position timeline

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

Kestra Advisory Services, LLC held 35,582 COLB 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 35,582 shares
    Change vs previous 13F -5,358 shares

    <0.01% of the 13F portfolio, value $1,140,402.

    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: 17,018 shares
    • Kestra Advisory Services, LLC: 11,365 shares
    • Kestra Investment Management, LLC: 7,199 shares

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

  2. period ended2026-03-31
    13F 40,940 shares
    Change vs previous 13F -11,517 shares

    <0.01% of the 13F portfolio, value $1,122,978.

    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: 17,018 shares
    • Kestra Advisory Services, LLC: 11,235 shares
    • Kestra Investment Management, LLC: 12,687 shares

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

  3. period ended2025-12-31
    13F 52,457 shares
    Change vs previous 13F -4,450 shares

    <0.01% of the 13F portfolio, value $1,466,168.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,017 shares
    • Kestra Advisory Services, LLC: 11,486 shares
    • Kestra Investment Management, LLC: 23,954 shares

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

  4. period ended2025-09-30
    13F 56,907 shares
    Change vs previous 13F +22,135 shares

    <0.01% of the 13F portfolio, value $1,464,798.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,016 shares
    • Kestra Advisory Services, LLC: 11,417 shares
    • Kestra Investment Management, LLC: 28,474 shares

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

  5. period ended2025-06-30
    13F/A 34,772 shares
    Change vs previous 13F +6,530 shares

    <0.01% of the 13F portfolio, value $812,960.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 11,480 shares
    • Kestra Investment Management, LLC: 23,292 shares

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

  6. period ended2025-03-31
    13F/A 28,242 shares
    Change vs previous 13F -17,666 shares

    0.02% of the 13F portfolio, value $704,356.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 28,242 shares

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

  7. period ended2024-12-31
    13F 45,908 shares
    Change vs previous 13F +17,160 shares

    0.01% of the 13F portfolio, value $1,239,975.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 12,275 shares
    • Kestra Investment Management, LLC: 33,633 shares

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

  8. period ended2024-09-30
    13F 28,748 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $750,611.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 28,748 shares

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