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Kestra Advisory Services, LLC: CVLT position timeline

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

Kestra Advisory Services, LLC held 18,025 CVLT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,025 shares
    Change vs previous 13F +3,488 shares

    0.01% of the 13F portfolio, value $2,554,683.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,881 shares
    • Kestra Investment Management, LLC: 12,144 shares

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

  2. period ended2026-03-31
    13F 14,537 shares
    Change vs previous 13F +8,787 shares

    <0.01% of the 13F portfolio, value $1,132,331.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,300 shares
    • Kestra Investment Management, LLC: 9,237 shares

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

  3. period ended2025-12-31
    13F 5,750 shares
    Change vs previous 13F -1,650 shares

    <0.01% of the 13F portfolio, value $720,820.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,750 shares

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

  4. period ended2025-09-30
    13F 7,400 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $1,396,972.

    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: 1,620 shares
    • Kestra Advisory Services, LLC: 5,780 shares

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

  5. period ended2025-06-30
    13F 7,338 shares
    Change vs previous 13F +1,661 shares

    <0.01% of the 13F portfolio, value $1,279,234.

    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: 1,650 shares
    • Kestra Advisory Services, LLC: 5,688 shares

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

  6. period ended2025-03-31
    13F 5,677 shares
    Change vs previous 13F -2,190 shares

    <0.01% of the 13F portfolio, value $895,604.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,677 shares

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

  7. period ended2024-12-31
    13F 7,867 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $1,187,209.

    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: 2,037 shares
    • Kestra Advisory Services, LLC: 5,830 shares

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

  8. period ended2024-09-30
    13F 7,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,202,184.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,968 shares
    • Kestra Advisory Services, LLC: 5,846 shares

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