Kestra Advisory Services, LLC: CTRA position timeline

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

Kestra Advisory Services, LLC held 0 CTRA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -93,671 shares
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 93,671 shares
Change vs previous 13F -336 shares
0.01% of the 13F portfolio, value $3,291,619.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,478 shares
- Kestra Advisory Services, LLC: 79,193 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 94,007 shares
Change vs previous 13F -309,354 shares
0.01% of the 13F portfolio, value $2,474,256.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,132 shares
- Kestra Advisory Services, LLC: 78,875 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 403,361 shares
Change vs previous 13F -40,357 shares
0.03% of the 13F portfolio, value $9,539,470.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,954 shares
- Kestra Advisory Services, LLC: 358,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 443,718 shares
Change vs previous 13F +12,980 shares
0.04% of the 13F portfolio, value $11,261,571.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 51,336 shares
- Kestra Advisory Services, LLC: 392,382 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 430,738 shares
Change vs previous 13F +25,789 shares
0.04% of the 13F portfolio, value $12,448,329.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 56,273 shares
- Kestra Advisory Services, LLC: 374,351 shares
- Kestra Investment Management, LLC: 114 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 404,949 shares
Change vs previous 13F -17,576 shares
0.04% of the 13F portfolio, value $10,342,407.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 60,872 shares
- Kestra Advisory Services, LLC: 343,977 shares
- Kestra Investment Management, LLC: 100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 422,525 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $10,119,481.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 61,555 shares
- Kestra Advisory Services, LLC: 360,970 shares
Acceptance time not in the bulk data set (spec §4.2).