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Kestra Advisory Services, LLC: EIS position timeline

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

Kestra Advisory Services, LLC held 10,754 EIS 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 10,754 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $1,298,062.

    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: 2,365 shares
    • Kestra Advisory Services, LLC: 8,389 shares

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

  2. period ended2026-03-31
    13F 10,883 shares
    Change vs previous 13F +5,373 shares

    <0.01% of the 13F portfolio, value $1,262,920.

    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: 2,025 shares
    • Kestra Advisory Services, LLC: 8,858 shares

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

  3. period ended2025-12-31
    13F 5,510 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $606,277.

    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 5,346 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $536,181.

    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 4,971 shares
    Change vs previous 13F +803 shares

    <0.01% of the 13F portfolio, value $471,626.

    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 4,168 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $309,932.

    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 3,611 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,228.

    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).