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Kestra Advisory Services, LLC: CSL position timeline

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

Kestra Advisory Services, LLC held 13,317 CSL 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 13,317 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $4,830,853.

    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: 0 shares
    • Kestra Advisory Services, LLC: 10,326 shares
    • Kestra Investment Management, LLC: 2,991 shares

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

  2. period ended2026-03-31
    13F 13,391 shares
    Change vs previous 13F +659 shares

    0.01% of the 13F portfolio, value $4,467,576.

    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: 2,051 shares
    • Kestra Advisory Services, LLC: 10,301 shares
    • Kestra Investment Management, LLC: 1,039 shares

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

  3. period ended2025-12-31
    13F 12,732 shares
    Change vs previous 13F +5,751 shares

    0.01% of the 13F portfolio, value $4,072,382.

    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: 2,075 shares
    • Kestra Advisory Services, LLC: 8,907 shares
    • Kestra Investment Management, LLC: 1,750 shares

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

  4. period ended2025-09-30
    13F 6,981 shares
    Change vs previous 13F +3,978 shares

    0.01% of the 13F portfolio, value $2,296,274.

    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: 5,796 shares
    • Kestra Investment Management, LLC: 1,185 shares

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

  5. period ended2025-06-30
    13F/A 3,003 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $1,121,226.

    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: 1,030 shares
    • Kestra Investment Management, LLC: 1,973 shares

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

  6. period ended2025-03-31
    13F/A 2,595 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $883,598.

    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: 1,156 shares
    • Kestra Investment Management, LLC: 1,439 shares

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

  7. period ended2024-12-31
    13F 2,257 shares
    Change vs previous 13F +912 shares

    <0.01% of the 13F portfolio, value $832,650.

    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: 1,219 shares
    • Kestra Investment Management, LLC: 1,038 shares

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

  8. period ended2024-09-30
    13F 1,345 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $604,893.

    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).