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Kestra Advisory Services, LLC: EOCT position timeline

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

Kestra Advisory Services, LLC held 102,899 EOCT 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 102,899 shares
    Change vs previous 13F -14,838 shares

    0.01% of the 13F portfolio, value $3,514,515.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 117,737 shares
    Change vs previous 13F +39,463 shares

    0.01% of the 13F portfolio, value $3,761,662.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 78,274 shares
    Change vs previous 13F +21,860 shares

    0.01% of the 13F portfolio, value $2,478,241.

    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 56,414 shares
    Change vs previous 13F -5,101 shares

    0.01% of the 13F portfolio, value $1,753,911.

    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 61,515 shares
    Change vs previous 13F -2,266 shares

    0.01% of the 13F portfolio, value $1,738,463.

    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 63,781 shares
    Change vs previous 13F -5,533 shares

    0.01% of the 13F portfolio, value $1,699,126.

    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 69,314 shares
    Change vs previous 13F +59,230 shares

    0.01% of the 13F portfolio, value $1,798,310.

    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 10,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,008.

    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).