Kestra Advisory Services, LLC: CPA position timeline

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

Kestra Advisory Services, LLC held 29,767 CPA 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 29,767 shares
Change vs previous 13F -3,709 shares
0.01% of the 13F portfolio, value $4,630,871.
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: 0 shares
- Kestra Advisory Services, LLC: 21,505 shares
- Kestra Investment Management, LLC: 8,262 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 33,476 shares
Change vs previous 13F -3,288 shares
0.01% of the 13F portfolio, value $3,803,207.
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: 5,264 shares
- Kestra Advisory Services, LLC: 17,843 shares
- Kestra Investment Management, LLC: 10,369 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 36,764 shares
Change vs previous 13F +5,265 shares
0.01% of the 13F portfolio, value $4,434,101.
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: 5,726 shares
- Kestra Advisory Services, LLC: 17,646 shares
- Kestra Investment Management, LLC: 13,392 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 31,499 shares
Change vs previous 13F -3,581 shares
0.01% of the 13F portfolio, value $3,742,752.
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 Advisory Services, LLC: 17,115 shares
- Kestra Investment Management, LLC: 14,384 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 35,080 shares
Change vs previous 13F -10,026 shares
0.02% of the 13F portfolio, value $3,857,734.
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 Advisory Services, LLC: 19,137 shares
- Kestra Investment Management, LLC: 15,943 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 45,106 shares
Change vs previous 13F +5,676 shares
0.02% of the 13F portfolio, value $4,170,501.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Kestra Advisory Services, LLC: 21,566 shares
- Kestra Investment Management, LLC: 23,540 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,430 shares
Change vs previous 13F +13,116 shares
0.02% of the 13F portfolio, value $3,465,109.
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 Advisory Services, LLC: 20,862 shares
- Kestra Investment Management, LLC: 18,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 26,314 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,469,268.
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: 0 shares
- Kestra Advisory Services, LLC: 17,846 shares
- Kestra Investment Management, LLC: 8,468 shares
Acceptance time not in the bulk data set (spec §4.2).