Kestra Advisory Services, LLC: CPAY position timeline

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

Kestra Advisory Services, LLC held 3,556 CPAY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 3,556 shares
Change vs previous 13F -21 shares
0.01% of the 13F portfolio, value $1,185,076.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,013 shares
- Kestra Investment Management, LLC: 2,543 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,577 shares
Change vs previous 13F -436 shares
0.01% of the 13F portfolio, value $1,040,898.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 927 shares
- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 2,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,013 shares
Change vs previous 13F -1,796 shares
<0.01% of the 13F portfolio, value $1,207,779.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 916 shares
- Kestra Advisory Services, LLC: 541 shares
- Kestra Investment Management, LLC: 2,556 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,809 shares
Change vs previous 13F +381 shares
0.01% of the 13F portfolio, value $1,673,341.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, 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: 788 shares
- Kestra Advisory Services, LLC: 1,393 shares
- Kestra Investment Management, LLC: 3,628 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 5,428 shares
Change vs previous 13F +3,965 shares
0.01% of the 13F portfolio, value $1,801,118.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 681 shares
- Kestra Advisory Services, LLC: 1,393 shares
- Kestra Investment Management, LLC: 3,354 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,463 shares
Change vs previous 13F -866 shares
<0.01% of the 13F portfolio, value $510,178.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Kestra Advisory Services, LLC: 1,457 shares
- Kestra Investment Management, LLC: 6 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,329 shares
Change vs previous 13F +224 shares
<0.01% of the 13F portfolio, value $788,181.
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: 1,488 shares
- Kestra Investment Management, LLC: 841 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,105 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $658,360.
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 Advisory Services, LLC: 1,426 shares
- Kestra Investment Management, LLC: 679 shares
Acceptance time not in the bulk data set (spec §4.2).