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Kestra Advisory Services, LLC: CRDO position timeline

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

Kestra Advisory Services, LLC held 49,462 CRDO 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 49,462 shares
    Change vs previous 13F +5,829 shares

    0.03% of the 13F portfolio, value $13,451,191.

    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: 26,363 shares
    • Kestra Advisory Services, LLC: 23,099 shares

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

  2. period ended2026-03-31
    13F 43,633 shares
    Change vs previous 13F -4,887 shares

    0.01% of the 13F portfolio, value $4,095,830.

    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: 22,745 shares
    • Kestra Advisory Services, LLC: 20,888 shares

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

  3. period ended2025-12-31
    13F 48,520 shares
    Change vs previous 13F +2,584 shares

    0.02% of the 13F portfolio, value $6,981,543.

    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: 16,390 shares
    • Kestra Advisory Services, LLC: 32,130 shares

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

  4. period ended2025-09-30
    13F 45,936 shares
    Change vs previous 13F -21,200 shares

    0.02% of the 13F portfolio, value $6,688,741.

    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: 12,313 shares
    • Kestra Advisory Services, LLC: 33,623 shares

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

  5. period ended2025-06-30
    13F 67,136 shares
    Change vs previous 13F +50,401 shares

    0.02% of the 13F portfolio, value $6,216,123.

    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: 17,774 shares
    • Kestra Advisory Services, LLC: 49,362 shares

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

  6. period ended2025-03-31
    13F/A 16,735 shares
    Change vs previous 13F +16,164 shares

    <0.01% of the 13F portfolio, value $672,078.

    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: 7,863 shares
    • Kestra Advisory Services, LLC: 8,872 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,377.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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