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Kestra Advisory Services, LLC: EPR position timeline

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

Kestra Advisory Services, LLC held 38,442 EPR 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 38,442 shares
    Change vs previous 13F -410 shares

    <0.01% of the 13F portfolio, value $2,229,983.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,395 shares
    • Kestra Advisory Services, LLC: 16,193 shares
    • Kestra Investment Management, LLC: 4,854 shares

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

  2. period ended2026-03-31
    13F 38,852 shares
    Change vs previous 13F -4,088 shares

    <0.01% of the 13F portfolio, value $1,941,055.

    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: 15,383 shares
    • Kestra Advisory Services, LLC: 17,908 shares
    • Kestra Investment Management, LLC: 5,561 shares

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

  3. period ended2025-12-31
    13F 42,940 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $2,142,676.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,254 shares
    • Kestra Advisory Services, LLC: 12,581 shares
    • Kestra Investment Management, LLC: 15,105 shares

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

  4. period ended2025-09-30
    13F 42,817 shares
    Change vs previous 13F -1,515 shares

    0.01% of the 13F portfolio, value $2,483,781.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,005 shares
    • Kestra Advisory Services, LLC: 11,022 shares
    • Kestra Investment Management, LLC: 17,790 shares

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

  5. period ended2025-06-30
    13F/A 44,332 shares
    Change vs previous 13F -17,251 shares

    0.01% of the 13F portfolio, value $2,582,777.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,313 shares
    • Kestra Advisory Services, LLC: 13,325 shares
    • Kestra Investment Management, LLC: 17,694 shares

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

  6. period ended2025-03-31
    13F/A 61,583 shares
    Change vs previous 13F +22,537 shares

    0.01% of the 13F portfolio, value $3,239,882.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,710 shares
    • Kestra Advisory Services, LLC: 15,454 shares
    • Kestra Investment Management, LLC: 32,419 shares

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

  7. period ended2024-12-31
    13F 39,046 shares
    Change vs previous 13F +25,556 shares

    0.01% of the 13F portfolio, value $1,728,957.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,739 shares
    • Kestra Advisory Services, LLC: 11,682 shares
    • Kestra Investment Management, LLC: 13,625 shares

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

  8. period ended2024-09-30
    13F 13,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $665,394.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,490 shares
    • Kestra Advisory Services, LLC: 0 shares

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