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Kestra Advisory Services, LLC: CPER position timeline

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

Kestra Advisory Services, LLC held 8,819 CPER 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 8,819 shares
    Change vs previous 13F -15,601 shares

    <0.01% of the 13F portfolio, value $332,741.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 24,420 shares
    Change vs previous 13F +10,346 shares

    <0.01% of the 13F portfolio, value $840,781.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 14,074 shares
    Change vs previous 13F +960 shares

    <0.01% of the 13F portfolio, value $492,027.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 13,114 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $393,420.

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

    • Kestra Advisory Services, LLC: 13,114 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 12,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,112.

    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: 11,062 shares
    • Kestra Investment Management, LLC: 1,805 shares

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