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Kestra Advisory Services, LLC: CQP position timeline

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

Kestra Advisory Services, LLC held 12,092 CQP 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 12,092 shares
    Change vs previous 13F +1,721 shares

    <0.01% of the 13F portfolio, value $737,031.

    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: 6,826 shares
    • Kestra Advisory Services, LLC: 5,266 shares

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

  2. period ended2026-03-31
    13F 10,371 shares
    Change vs previous 13F +1,212 shares

    <0.01% of the 13F portfolio, value $670,299.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,323 shares
    • Kestra Advisory Services, LLC: 6,048 shares

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

  3. period ended2025-12-31
    13F 9,159 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $489,805.

    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: 4,320 shares
    • Kestra Advisory Services, LLC: 4,839 shares

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

  4. period ended2025-09-30
    13F 9,281 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $499,515.

    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: 4,333 shares
    • Kestra Advisory Services, LLC: 4,948 shares

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

  5. period ended2025-06-30
    13F 9,619 shares
    Change vs previous 13F +2,424 shares

    <0.01% of the 13F portfolio, value $539,128.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,058 shares
    • Kestra Advisory Services, LLC: 5,561 shares

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

  6. period ended2025-03-31
    13F 7,195 shares
    Change vs previous 13F -13,389 shares

    <0.01% of the 13F portfolio, value $475,158.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,255 shares
    • Kestra Advisory Services, LLC: 3,940 shares

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

  7. period ended2024-12-31
    13F 20,584 shares
    Change vs previous 13F +20,584 shares

    0.01% of the 13F portfolio, value $1,093,422.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.