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Kestra Advisory Services, LLC: ELV position timeline

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

Kestra Advisory Services, LLC held 14,675 ELV 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 14,675 shares
    Change vs previous 13F -5,704 shares

    0.01% of the 13F portfolio, value $5,675,494.

    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: 3,978 shares
    • Kestra Advisory Services, LLC: 8,553 shares
    • Kestra Investment Management, LLC: 2,144 shares

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

  2. period ended2026-03-31
    13F 20,379 shares
    Change vs previous 13F -1,472 shares

    0.02% of the 13F portfolio, value $5,965,961.

    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: 8,622 shares
    • Kestra Advisory Services, LLC: 11,757 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 21,851 shares
    Change vs previous 13F +2,524 shares

    0.02% of the 13F portfolio, value $7,659,808.

    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: 8,051 shares
    • Kestra Advisory Services, LLC: 12,764 shares
    • Kestra Investment Management, LLC: 1,036 shares

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

  4. period ended2025-09-30
    13F 19,327 shares
    Change vs previous 13F +1,106 shares

    0.02% of the 13F portfolio, value $6,244,905.

    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: 7,753 shares
    • Kestra Advisory Services, LLC: 11,574 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 18,221 shares
    Change vs previous 13F -1,914 shares

    0.02% of the 13F portfolio, value $7,086,998.

    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: 7,443 shares
    • Kestra Advisory Services, LLC: 10,069 shares
    • Kestra Investment Management, LLC: 709 shares

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

  6. period ended2025-03-31
    13F/A 20,135 shares
    Change vs previous 13F +1,247 shares

    0.03% of the 13F portfolio, value $8,757,920.

    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: 6,672 shares
    • Kestra Advisory Services, LLC: 12,876 shares
    • Kestra Investment Management, LLC: 587 shares

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

  7. period ended2024-12-31
    13F 18,888 shares
    Change vs previous 13F -25,433 shares

    0.03% of the 13F portfolio, value $6,967,784.

    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: 6,035 shares
    • Kestra Advisory Services, LLC: 11,639 shares
    • Kestra Investment Management, LLC: 1,214 shares

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

  8. period ended2024-09-30
    13F 44,321 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $23,047,032.

    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: 8,742 shares
    • Kestra Advisory Services, LLC: 34,214 shares
    • Kestra Investment Management, LLC: 1,365 shares

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