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Kestra Advisory Services, LLC: CSQ position timeline

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

Kestra Advisory Services, LLC held 111,412 CSQ 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 111,412 shares
    Change vs previous 13F +5,297 shares

    0.01% of the 13F portfolio, value $2,290,624.

    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: 17,417 shares
    • Kestra Advisory Services, LLC: 93,995 shares

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

  2. period ended2026-03-31
    13F 106,115 shares
    Change vs previous 13F +2,898 shares

    0.01% of the 13F portfolio, value $1,816,692.

    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: 18,459 shares
    • Kestra Advisory Services, LLC: 87,656 shares

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

  3. period ended2025-12-31
    13F 103,217 shares
    Change vs previous 13F +4,721 shares

    0.01% of the 13F portfolio, value $1,981,765.

    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: 33,238 shares
    • Kestra Advisory Services, LLC: 69,979 shares

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

  4. period ended2025-09-30
    13F 98,496 shares
    Change vs previous 13F +9,475 shares

    0.01% of the 13F portfolio, value $1,899,990.

    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: 32,588 shares
    • Kestra Advisory Services, LLC: 65,908 shares

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

  5. period ended2025-06-30
    13F 89,021 shares
    Change vs previous 13F +3,867 shares

    0.01% of the 13F portfolio, value $1,623,741.

    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: 31,797 shares
    • Kestra Advisory Services, LLC: 57,224 shares

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

  6. period ended2025-03-31
    13F 85,154 shares
    Change vs previous 13F +4,865 shares

    0.01% of the 13F portfolio, value $1,377,791.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,985 shares
    • Kestra Advisory Services, LLC: 57,169 shares

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

  7. period ended2024-12-31
    13F 80,289 shares
    Change vs previous 13F +33,798 shares

    0.01% of the 13F portfolio, value $1,421,918.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,628 shares
    • Kestra Advisory Services, LLC: 56,661 shares

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

  8. period ended2024-09-30
    13F 46,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $806,612.

    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: 23,563 shares
    • Kestra Advisory Services, LLC: 22,928 shares

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