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Kestra Advisory Services, LLC: CRCL position timeline

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

Kestra Advisory Services, LLC held 30,432 CRCL 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 30,432 shares
    Change vs previous 13F +7,661 shares

    <0.01% of the 13F portfolio, value $1,905,973.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,550 shares
    • Kestra Advisory Services, LLC: 23,882 shares

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

  2. period ended2026-03-31
    13F 22,771 shares
    Change vs previous 13F +12,902 shares

    0.01% of the 13F portfolio, value $2,172,606.

    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: 2,770 shares
    • Kestra Advisory Services, LLC: 20,001 shares

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

  3. period ended2025-12-31
    13F 9,869 shares
    Change vs previous 13F +4,528 shares

    <0.01% of the 13F portfolio, value $782,612.

    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 5,341 shares
    Change vs previous 13F +3,343 shares

    <0.01% of the 13F portfolio, value $708,110.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 1,998 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,217.

    13F-HR 0001830819-25-000009 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).