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Kestra Advisory Services, LLC: CRF position timeline

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

Kestra Advisory Services, LLC held 39,897 CRF 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 39,897 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $286,458.

    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: 11,460 shares
    • Kestra Advisory Services, LLC: 28,437 shares

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

  2. period ended2026-03-31
    13F 39,660 shares
    Change vs previous 13F +9,166 shares

    <0.01% of the 13F portfolio, value $275,637.

    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: 11,460 shares
    • Kestra Advisory Services, LLC: 28,200 shares

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

  3. period ended2025-12-31
    13F 30,494 shares
    Change vs previous 13F +1,260 shares

    <0.01% of the 13F portfolio, value $244,260.

    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: 11,980 shares
    • Kestra Advisory Services, LLC: 18,514 shares

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

  4. period ended2025-09-30
    13F 29,234 shares
    Change vs previous 13F +7,847 shares

    <0.01% of the 13F portfolio, value $235,040.

    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: 10,955 shares
    • Kestra Advisory Services, LLC: 18,279 shares

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

  5. period ended2025-06-30
    13F 21,387 shares
    Change vs previous 13F +3,893 shares

    <0.01% of the 13F portfolio, value $165,748.

    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).

  6. period ended2025-03-31
    13F 17,494 shares
    Change vs previous 13F -2,807 shares

    <0.01% of the 13F portfolio, value $125,607.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 20,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $176,416.

    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).