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Kestra Advisory Services, LLC: EDD position timeline

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

Kestra Advisory Services, LLC held 153,882 EDD 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 153,882 shares
    Change vs previous 13F +66,314 shares

    <0.01% of the 13F portfolio, value $904,825.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,729 shares
    • Kestra Advisory Services, LLC: 64,153 shares

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

  2. period ended2026-03-31
    13F 87,568 shares
    Change vs previous 13F -60,443 shares

    0.01% of the 13F portfolio, value $443,969.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 87,568 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 148,011 shares
    Change vs previous 13F +4,531 shares

    <0.01% of the 13F portfolio, value $803,699.

    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: 84,423 shares
    • Kestra Advisory Services, LLC: 63,588 shares

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

  4. period ended2025-09-30
    13F 143,480 shares
    Change vs previous 13F +196 shares

    <0.01% of the 13F portfolio, value $771,919.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,284 shares
    • Kestra Advisory Services, LLC: 63,196 shares

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

  5. period ended2025-06-30
    13F 143,284 shares
    Change vs previous 13F +11,598 shares

    <0.01% of the 13F portfolio, value $733,616.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,861 shares
    • Kestra Advisory Services, LLC: 61,423 shares

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

  6. period ended2025-03-31
    13F 131,686 shares
    Change vs previous 13F +1,554 shares

    <0.01% of the 13F portfolio, value $618,924.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,744 shares
    • Kestra Advisory Services, LLC: 60,942 shares

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

  7. period ended2024-12-31
    13F 130,132 shares
    Change vs previous 13F +59,546 shares

    <0.01% of the 13F portfolio, value $590,800.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 70,653 shares
    • Kestra Advisory Services, LLC: 59,479 shares

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

  8. period ended2024-09-30
    13F 70,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,753.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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