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Kestra Advisory Services, LLC: CW position timeline

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

Kestra Advisory Services, LLC held 3,703 CW 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 3,703 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $2,805,682.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,235 shares
    • Kestra Advisory Services, LLC: 2,468 shares

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

  2. period ended2026-03-31
    13F 3,800 shares
    Change vs previous 13F -1,068 shares

    0.01% of the 13F portfolio, value $2,588,689.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,252 shares
    • Kestra Advisory Services, LLC: 2,548 shares

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

  3. period ended2025-12-31
    13F 4,868 shares
    Change vs previous 13F -9,848 shares

    0.01% of the 13F portfolio, value $2,683,618.

    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: 1,262 shares
    • Kestra Advisory Services, LLC: 3,606 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 14,716 shares
    Change vs previous 13F +3,014 shares

    0.02% of the 13F portfolio, value $7,989,897.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,302 shares
    • Kestra Advisory Services, LLC: 3,120 shares
    • Kestra Investment Management, LLC: 10,294 shares

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

  5. period ended2025-06-30
    13F/A 11,702 shares
    Change vs previous 13F +2,450 shares

    0.02% of the 13F portfolio, value $5,716,824.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,447 shares
    • Kestra Advisory Services, LLC: 2,255 shares
    • Kestra Investment Management, LLC: 8,000 shares

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

  6. period ended2025-03-31
    13F/A 9,252 shares
    Change vs previous 13F +1,895 shares

    0.01% of the 13F portfolio, value $2,935,383.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,451 shares
    • Kestra Advisory Services, LLC: 1,662 shares
    • Kestra Investment Management, LLC: 6,139 shares

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

  7. period ended2024-12-31
    13F 7,357 shares
    Change vs previous 13F +3,657 shares

    0.01% of the 13F portfolio, value $2,610,829.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 827 shares
    • Kestra Advisory Services, LLC: 1,559 shares
    • Kestra Investment Management, LLC: 4,971 shares

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

  8. period ended2024-09-30
    13F 3,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,216,227.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 1,630 shares
    • Kestra Investment Management, LLC: 2,070 shares

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