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Kestra Advisory Services, LLC: EA position timeline

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

Kestra Advisory Services, LLC held 6,500 EA 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 6,500 shares
    Change vs previous 13F -790 shares

    <0.01% of the 13F portfolio, value $1,332,721.

    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: 2,284 shares
    • Kestra Advisory Services, LLC: 4,216 shares

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

  2. period ended2026-03-31
    13F 7,290 shares
    Change vs previous 13F -1,161 shares

    <0.01% of the 13F portfolio, value $1,486,381.

    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: 2,775 shares
    • Kestra Advisory Services, LLC: 4,515 shares

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

  3. period ended2025-12-31
    13F 8,451 shares
    Change vs previous 13F -1,404 shares

    0.01% of the 13F portfolio, value $1,726,823.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,399 shares
    • Kestra Advisory Services, LLC: 4,052 shares

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

  4. period ended2025-09-30
    13F 9,855 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $1,987,902.

    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: 4,724 shares
    • Kestra Advisory Services, LLC: 5,131 shares

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

  5. period ended2025-06-30
    13F 9,615 shares
    Change vs previous 13F -980 shares

    0.01% of the 13F portfolio, value $1,535,592.

    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: 4,529 shares
    • Kestra Advisory Services, LLC: 5,086 shares

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

  6. period ended2025-03-31
    13F/A 10,595 shares
    Change vs previous 13F -9,763 shares

    0.01% of the 13F portfolio, value $1,531,190.

    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: 5,076 shares
    • Kestra Advisory Services, LLC: 5,519 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,358 shares
    Change vs previous 13F +3,770 shares

    0.01% of the 13F portfolio, value $2,978,429.

    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: 5,805 shares
    • Kestra Advisory Services, LLC: 13,819 shares
    • Kestra Investment Management, LLC: 734 shares

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

  8. period ended2024-09-30
    13F 16,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,379,336.

    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: 3,144 shares
    • Kestra Advisory Services, LLC: 13,444 shares

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