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Kestra Advisory Services, LLC: CPB position timeline

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

Kestra Advisory Services, LLC held 71,918 CPB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,918 shares
    Change vs previous 13F +31,832 shares

    <0.01% of the 13F portfolio, value $1,601,604.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 35,191 shares
    • Kestra Investment Management, LLC: 36,727 shares

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

  2. period ended2026-03-31
    13F 40,086 shares
    Change vs previous 13F +21,244 shares

    <0.01% of the 13F portfolio, value $892,714.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 27,876 shares
    • Kestra Investment Management, LLC: 12,210 shares

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

  3. period ended2025-12-31
    13F 18,842 shares
    Change vs previous 13F -4,270 shares

    <0.01% of the 13F portfolio, value $525,135.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 18,842 shares

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

  4. period ended2025-09-30
    13F 23,112 shares
    Change vs previous 13F +8,041 shares

    <0.01% of the 13F portfolio, value $729,856.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,369 shares
    • Kestra Advisory Services, LLC: 15,743 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 15,071 shares
    Change vs previous 13F -13,182 shares

    <0.01% of the 13F portfolio, value $461,916.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,056 shares
    • Kestra Investment Management, LLC: 15 shares

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

  6. period ended2025-03-31
    13F/A 28,253 shares
    Change vs previous 13F -26,800 shares

    <0.01% of the 13F portfolio, value $1,127,860.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 28,162 shares
    • Kestra Investment Management, LLC: 91 shares

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

  7. period ended2024-12-31
    13F 55,053 shares
    Change vs previous 13F -4,045 shares

    0.01% of the 13F portfolio, value $2,305,620.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,098 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,891,071.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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