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Kestra Advisory Services, LLC: CVRT position timeline

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

Kestra Advisory Services, LLC held 12,279 CVRT 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 12,279 shares
    Change vs previous 13F -932 shares

    <0.01% of the 13F portfolio, value $631,554.

    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 13,211 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $549,108.

    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 12,693 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $483,749.

    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 12,629 shares
    Change vs previous 13F +3,478 shares

    <0.01% of the 13F portfolio, value $458,607.

    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 9,151 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $293,414.

    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 9,135 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $261,278.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 9,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,557.

    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).