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Kestra Advisory Services, LLC: CRS position timeline

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

Kestra Advisory Services, LLC held 9,527 CRS 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 9,527 shares
    Change vs previous 13F +2,090 shares

    0.01% of the 13F portfolio, value $5,876,569.

    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: 2,130 shares
    • Kestra Advisory Services, LLC: 7,397 shares

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

  2. period ended2026-03-31
    13F 7,437 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $2,930,984.

    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: 1,288 shares
    • Kestra Advisory Services, LLC: 6,149 shares

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

  3. period ended2025-12-31
    13F 7,701 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $2,424,754.

    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: 1,178 shares
    • Kestra Advisory Services, LLC: 6,523 shares

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

  4. period ended2025-09-30
    13F 7,383 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $1,812,946.

    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: 1,182 shares
    • Kestra Advisory Services, LLC: 6,201 shares

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

  5. period ended2025-06-30
    13F 7,410 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $2,047,868.

    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: 1,180 shares
    • Kestra Advisory Services, LLC: 6,230 shares

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

  6. period ended2025-03-31
    13F/A 6,207 shares
    Change vs previous 13F -564 shares

    0.01% of the 13F portfolio, value $1,124,584.

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

    • Kestra Advisory Services, LLC: 6,207 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,771 shares
    Change vs previous 13F -997 shares

    0.01% of the 13F portfolio, value $1,149,107.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,625 shares
    • Kestra Investment Management, LLC: 146 shares

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

  8. period ended2024-09-30
    13F 7,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,239,559.

    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).