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Kestra Advisory Services, LLC: CTA position timeline

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

Kestra Advisory Services, LLC held 189,891 CTA 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 189,891 shares
    Change vs previous 13F -18,660 shares

    0.02% of the 13F portfolio, value $4,925,760.

    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 208,551 shares
    Change vs previous 13F +70,465 shares

    0.02% of the 13F portfolio, value $6,302,426.

    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 138,086 shares
    Change vs previous 13F +91,012 shares

    0.02% of the 13F portfolio, value $3,764,215.

    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 47,074 shares
    Change vs previous 13F +10,139 shares

    0.01% of the 13F portfolio, value $1,316,659.

    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 36,935 shares
    Change vs previous 13F +16,789 shares

    <0.01% of the 13F portfolio, value $987,631.

    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/A 20,146 shares
    Change vs previous 13F +7,903 shares

    <0.01% of the 13F portfolio, value $596,322.

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

    • Kestra Advisory Services, LLC: 20,146 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 12,243 shares
    Change vs previous 13F +2,160 shares

    <0.01% of the 13F portfolio, value $341,457.

    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: 10,752 shares
    • Kestra Investment Management, LLC: 1,491 shares

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

  8. period ended2024-09-30
    13F 10,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,162.

    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).