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Kestra Advisory Services, LLC: CRSP position timeline

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

Kestra Advisory Services, LLC held 27,847 CRSP 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 27,847 shares
    Change vs previous 13F -4,269 shares

    <0.01% of the 13F portfolio, value $1,518,776.

    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: 10,555 shares
    • Kestra Advisory Services, LLC: 17,292 shares

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

  2. period ended2026-03-31
    13F 32,116 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $1,527,761.

    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: 11,064 shares
    • Kestra Advisory Services, LLC: 21,052 shares

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

  3. period ended2025-12-31
    13F 32,094 shares
    Change vs previous 13F +2,778 shares

    0.01% of the 13F portfolio, value $1,683,013.

    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: 11,458 shares
    • Kestra Advisory Services, LLC: 20,636 shares

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

  4. period ended2025-09-30
    13F 29,316 shares
    Change vs previous 13F +3,890 shares

    0.01% of the 13F portfolio, value $1,899,973.

    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: 10,208 shares
    • Kestra Advisory Services, LLC: 19,108 shares

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

  5. period ended2025-06-30
    13F 25,426 shares
    Change vs previous 13F -13,005 shares

    <0.01% of the 13F portfolio, value $1,236,720.

    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: 10,874 shares
    • Kestra Advisory Services, LLC: 14,552 shares

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

  6. period ended2025-03-31
    13F 38,431 shares
    Change vs previous 13F +1,787 shares

    <0.01% of the 13F portfolio, value $1,307,807.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,991 shares
    • Kestra Advisory Services, LLC: 16,440 shares

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

  7. period ended2024-12-31
    13F 36,644 shares
    Change vs previous 13F +4,153 shares

    0.01% of the 13F portfolio, value $1,442,308.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,636 shares
    • Kestra Advisory Services, LLC: 16,008 shares

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

  8. period ended2024-09-30
    13F 32,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,526,427.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,326 shares
    • Kestra Advisory Services, LLC: 12,165 shares

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