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Kestra Advisory Services, LLC: CRI position timeline

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

Kestra Advisory Services, LLC held 16,507 CRI 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 16,507 shares
    Change vs previous 13F +16,507 shares

    <0.01% of the 13F portfolio, value $679,422.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,468 shares

    13F-HR 0001830819-26-000004 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.

  3. period ended2025-12-31
    13F 3,468 shares
    Change vs previous 13F -14,594 shares

    <0.01% of the 13F portfolio, value $112,482.

    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 18,062 shares
    Change vs previous 13F +17,454 shares

    <0.01% of the 13F portfolio, value $509,716.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,062 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 608 shares
    Change vs previous 13F -14,028 shares

    <0.01% of the 13F portfolio, value $18,319.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 608 shares

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

  6. period ended2025-03-31
    13F/A 14,636 shares
    Change vs previous 13F -7,492 shares

    <0.01% of the 13F portfolio, value $598,613.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,158 shares
    • Kestra Investment Management, LLC: 9,478 shares

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

  7. period ended2024-12-31
    13F 22,128 shares
    Change vs previous 13F -30,632 shares

    0.01% of the 13F portfolio, value $1,199,117.

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

    • Kestra Advisory Services, LLC: 5,156 shares
    • Kestra Investment Management, LLC: 16,972 shares

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

  8. period ended2024-09-30
    13F 52,760 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,428,365.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 43,522 shares
    • Kestra Investment Management, LLC: 9,238 shares

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