Skip to content
Disclosery

Kestra Advisory Services, LLC: CSB position timeline

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

Kestra Advisory Services, LLC held 10,607 CSB 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 10,607 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $695,719.

    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 9,896 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $611,077.

    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).

  3. period ended2025-12-31
    13F 9,843 shares
    Change vs previous 13F +809 shares

    <0.01% of the 13F portfolio, value $576,903.

    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 9,034 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $534,359.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 8,611 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $477,135.

    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 8,618 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $494,759.

    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 8,570 shares
    Change vs previous 13F -934 shares

    <0.01% of the 13F portfolio, value $509,058.

    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).

  8. period ended2024-09-30
    13F 9,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $558,406.

    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).