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Kestra Advisory Services, LLC: EES position timeline

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

Kestra Advisory Services, LLC held 24,298 EES 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 24,298 shares
    Change vs previous 13F -1,602 shares

    <0.01% of the 13F portfolio, value $1,647,164.

    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: 3,467 shares
    • Kestra Advisory Services, LLC: 20,831 shares

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

  2. period ended2026-03-31
    13F 25,900 shares
    Change vs previous 13F +3,917 shares

    <0.01% of the 13F portfolio, value $1,503,490.

    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: 3,572 shares
    • Kestra Advisory Services, LLC: 22,328 shares

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

  3. period ended2025-12-31
    13F 21,983 shares
    Change vs previous 13F -3,105 shares

    0.01% of the 13F portfolio, value $1,251,478.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,088 shares
    Change vs previous 13F +4,661 shares

    0.01% of the 13F portfolio, value $1,401,640.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,427 shares
    Change vs previous 13F +1,543 shares

    0.01% of the 13F portfolio, value $1,040,965.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,884 shares
    Change vs previous 13F -2,854 shares

    <0.01% of the 13F portfolio, value $922,295.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,738 shares
    Change vs previous 13F +3,642 shares

    0.01% of the 13F portfolio, value $1,172,548.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $954,551.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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