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Kestra Advisory Services, LLC: ED position timeline

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

Kestra Advisory Services, LLC held 87,853 ED 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 87,853 shares
    Change vs previous 13F +7,357 shares

    0.02% of the 13F portfolio, value $9,719,240.

    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: 19,650 shares
    • Kestra Advisory Services, LLC: 68,203 shares

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

  2. period ended2026-03-31
    13F 80,496 shares
    Change vs previous 13F +451 shares

    0.03% of the 13F portfolio, value $9,110,526.

    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: 11,136 shares
    • Kestra Advisory Services, LLC: 69,360 shares

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

  3. period ended2025-12-31
    13F 80,045 shares
    Change vs previous 13F +2,679 shares

    0.02% of the 13F portfolio, value $7,950,054.

    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: 10,956 shares
    • Kestra Advisory Services, LLC: 69,089 shares

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

  4. period ended2025-09-30
    13F 77,366 shares
    Change vs previous 13F +4,996 shares

    0.03% of the 13F portfolio, value $7,776,828.

    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: 11,198 shares
    • Kestra Advisory Services, LLC: 66,168 shares

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

  5. period ended2025-06-30
    13F 72,370 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $7,262,309.

    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: 11,123 shares
    • Kestra Advisory Services, LLC: 61,247 shares

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

  6. period ended2025-03-31
    13F/A 72,193 shares
    Change vs previous 13F +2,922 shares

    0.03% of the 13F portfolio, value $7,983,824.

    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: 10,851 shares
    • Kestra Advisory Services, LLC: 61,342 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 69,271 shares
    Change vs previous 13F +3,682 shares

    0.02% of the 13F portfolio, value $6,181,094.

    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: 10,394 shares
    • Kestra Advisory Services, LLC: 58,808 shares
    • Kestra Investment Management, LLC: 69 shares

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

  8. period ended2024-09-30
    13F 65,589 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,829,826.

    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: 8,880 shares
    • Kestra Advisory Services, LLC: 56,709 shares

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