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Kestra Advisory Services, LLC: EIX position timeline

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

Kestra Advisory Services, LLC held 93,680 EIX 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 93,680 shares
    Change vs previous 13F +42,393 shares

    0.02% of the 13F portfolio, value $6,974,530.

    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: 12,047 shares
    • Kestra Advisory Services, LLC: 77,577 shares
    • Kestra Investment Management, LLC: 4,056 shares

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

  2. period ended2026-03-31
    13F 51,287 shares
    Change vs previous 13F +10,209 shares

    0.01% of the 13F portfolio, value $3,753,167.

    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: 12,038 shares
    • Kestra Advisory Services, LLC: 28,589 shares
    • Kestra Investment Management, LLC: 10,660 shares

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

  3. period ended2025-12-31
    13F 41,078 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $2,465,487.

    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: 14,573 shares
    • Kestra Advisory Services, LLC: 26,505 shares

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

  4. period ended2025-09-30
    13F 40,085 shares
    Change vs previous 13F +3,832 shares

    0.01% of the 13F portfolio, value $2,215,927.

    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: 15,247 shares
    • Kestra Advisory Services, LLC: 24,838 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 36,253 shares
    Change vs previous 13F -1,561 shares

    0.01% of the 13F portfolio, value $1,870,637.

    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: 13,637 shares
    • Kestra Advisory Services, LLC: 10,704 shares
    • Kestra Investment Management, LLC: 11,912 shares

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

  6. period ended2025-03-31
    13F/A 37,814 shares
    Change vs previous 13F +12,985 shares

    0.01% of the 13F portfolio, value $2,228,001.

    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: 14,736 shares
    • Kestra Advisory Services, LLC: 11,511 shares
    • Kestra Investment Management, LLC: 11,567 shares

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

  7. period ended2024-12-31
    13F 24,829 shares
    Change vs previous 13F -67,773 shares

    0.01% of the 13F portfolio, value $1,982,347.

    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: 12,093 shares
    • Kestra Advisory Services, LLC: 12,736 shares
    • Kestra Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 92,602 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,064,692.

    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: 8,027 shares
    • Kestra Advisory Services, LLC: 80,751 shares
    • Kestra Investment Management, LLC: 3,824 shares

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