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Kestra Advisory Services, LLC: CRWV position timeline

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

Kestra Advisory Services, LLC held 111,599 CRWV 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 111,599 shares
    Change vs previous 13F +15,981 shares

    0.03% of the 13F portfolio, value $11,108,576.

    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: 64,417 shares
    • Kestra Advisory Services, LLC: 47,182 shares

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

  2. period ended2026-03-31
    13F 95,618 shares
    Change vs previous 13F +26,693 shares

    0.02% of the 13F portfolio, value $7,407,510.

    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: 48,059 shares
    • Kestra Advisory Services, LLC: 47,559 shares

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

  3. period ended2025-12-31
    13F 68,925 shares
    Change vs previous 13F +19,097 shares

    0.02% of the 13F portfolio, value $4,935,695.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,934 shares
    • Kestra Advisory Services, LLC: 31,991 shares

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

  4. period ended2025-09-30
    13F 49,828 shares
    Change vs previous 13F +23,989 shares

    0.02% of the 13F portfolio, value $6,819,006.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,498 shares
    • Kestra Advisory Services, LLC: 21,330 shares

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

  5. period ended2025-06-30
    13F 25,839 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,213,308.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,094 shares
    • Kestra Advisory Services, LLC: 10,745 shares

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