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Kestra Advisory Services, LLC: CUBE position timeline

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

Kestra Advisory Services, LLC held 145,134 CUBE 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 145,134 shares
    Change vs previous 13F -12,171 shares

    0.02% of the 13F portfolio, value $5,771,959.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 136,186 shares
    • Kestra Investment Management, LLC: 8,948 shares

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

  2. period ended2026-03-31
    13F 157,305 shares
    Change vs previous 13F +5,594 shares

    0.02% of the 13F portfolio, value $5,765,220.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 151,711 shares
    • Kestra Investment Management, LLC: 5,594 shares

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

  3. period ended2025-12-31
    13F 151,711 shares
    Change vs previous 13F +144,690 shares

    0.02% of the 13F portfolio, value $5,469,167.

    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 7,021 shares
    Change vs previous 13F -2,640 shares

    <0.01% of the 13F portfolio, value $285,473.

    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: 7,021 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 9,661 shares
    Change vs previous 13F -758 shares

    <0.01% of the 13F portfolio, value $410,601.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,483 shares
    • Kestra Investment Management, LLC: 2,178 shares

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

  6. period ended2025-03-31
    13F/A 10,419 shares
    Change vs previous 13F +5,548 shares

    <0.01% of the 13F portfolio, value $444,996.

    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: 8,446 shares
    • Kestra Investment Management, LLC: 1,973 shares

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

  7. period ended2024-12-31
    13F 4,871 shares
    Change vs previous 13F +4,871 shares

    <0.01% of the 13F portfolio, value $208,722.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.