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Kestra Advisory Services, LLC: CPT position timeline

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

Kestra Advisory Services, LLC held 12,387 CPT 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 12,387 shares
    Change vs previous 13F +1,403 shares

    <0.01% of the 13F portfolio, value $1,418,258.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,919 shares
    • Kestra Advisory Services, LLC: 5,468 shares

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

  2. period ended2026-03-31
    13F 10,984 shares
    Change vs previous 13F +3,835 shares

    <0.01% of the 13F portfolio, value $1,072,722.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,135 shares
    • Kestra Advisory Services, LLC: 4,849 shares

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

  3. period ended2025-12-31
    13F 7,149 shares
    Change vs previous 13F +3,352 shares

    <0.01% of the 13F portfolio, value $787,024.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,213 shares
    • Kestra Advisory Services, LLC: 2,936 shares

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

  4. period ended2025-09-30
    13F 3,797 shares
    Change vs previous 13F -1,152 shares

    0.01% of the 13F portfolio, value $405,391.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,949 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $557,703.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,949 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 3,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $482,963.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 949 shares

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