Kestra Advisory Services, LLC: CP position timeline

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

Kestra Advisory Services, LLC held 57,668 CP 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 57,668 shares
Change vs previous 13F -191 shares
0.01% of the 13F portfolio, value $4,996,961.
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: 17,955 shares
- Kestra Advisory Services, LLC: 39,713 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 57,859 shares
Change vs previous 13F +4,253 shares
0.01% of the 13F portfolio, value $4,551,186.
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: 19,754 shares
- Kestra Advisory Services, LLC: 38,105 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 53,606 shares
Change vs previous 13F +17,474 shares
0.01% of the 13F portfolio, value $3,947,013.
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: 20,578 shares
- Kestra Advisory Services, LLC: 33,028 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 36,132 shares
Change vs previous 13F -617 shares
0.01% of the 13F portfolio, value $2,691,491.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,561 shares
- Kestra Advisory Services, LLC: 14,571 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 36,749 shares
Change vs previous 13F +3 shares
0.01% of the 13F portfolio, value $2,913,132.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,154 shares
- Kestra Advisory Services, LLC: 15,595 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 36,746 shares
Change vs previous 13F -3,066 shares
0.01% of the 13F portfolio, value $2,579,933.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,723 shares
- Kestra Advisory Services, LLC: 15,892 shares
- Kestra Investment Management, LLC: 131 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,812 shares
Change vs previous 13F +2,146 shares
0.01% of the 13F portfolio, value $2,881,195.
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: 19,502 shares
- Kestra Advisory Services, LLC: 19,851 shares
- Kestra Investment Management, LLC: 459 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 37,666 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,221,969.
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: 18,757 shares
- Kestra Advisory Services, LLC: 18,909 shares
Acceptance time not in the bulk data set (spec §4.2).