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Kestra Advisory Services, LLC: DE position timeline

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

Kestra Advisory Services, LLC held 124,886 DE 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 124,886 shares
    Change vs previous 13F +9,356 shares

    0.18% of the 13F portfolio, value $79,219,058.

    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: 15,957 shares
    • Kestra Advisory Services, LLC: 107,515 shares
    • Kestra Investment Management, LLC: 1,414 shares

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

  2. period ended2026-03-31
    13F 115,530 shares
    Change vs previous 13F +7,317 shares

    0.16% of the 13F portfolio, value $65,077,749.

    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: 11,096 shares
    • Kestra Advisory Services, LLC: 103,042 shares
    • Kestra Investment Management, LLC: 1,392 shares

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

  3. period ended2025-12-31
    13F 108,213 shares
    Change vs previous 13F +4,314 shares

    0.14% of the 13F portfolio, value $50,380,660.

    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: 10,253 shares
    • Kestra Advisory Services, LLC: 96,777 shares
    • Kestra Investment Management, LLC: 1,183 shares

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

  4. period ended2025-09-30
    13F 103,899 shares
    Change vs previous 13F +6,959 shares

    0.14% of the 13F portfolio, value $47,509,141.

    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: 9,842 shares
    • Kestra Advisory Services, LLC: 92,720 shares
    • Kestra Investment Management, LLC: 1,337 shares

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

  5. period ended2025-06-30
    13F/A 96,940 shares
    Change vs previous 13F -3,655 shares

    0.18% of the 13F portfolio, value $49,292,999.

    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: 9,913 shares
    • Kestra Advisory Services, LLC: 87,027 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 100,595 shares
    Change vs previous 13F -248 shares

    0.16% of the 13F portfolio, value $47,214,264.

    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: 9,177 shares
    • Kestra Advisory Services, LLC: 91,360 shares
    • Kestra Investment Management, LLC: 58 shares

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

  7. period ended2024-12-31
    13F 100,843 shares
    Change vs previous 13F +4,713 shares

    0.16% of the 13F portfolio, value $42,875,992.

    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: 8,976 shares
    • Kestra Advisory Services, LLC: 91,852 shares
    • Kestra Investment Management, LLC: 15 shares

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

  8. period ended2024-09-30
    13F 96,130 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $40,118,141.

    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: 8,846 shares
    • Kestra Advisory Services, LLC: 87,284 shares

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