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Kestra Advisory Services, LLC: EPS position timeline

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

Kestra Advisory Services, LLC held 382,217 EPS 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 382,217 shares
    Change vs previous 13F +101,006 shares

    0.1% of the 13F portfolio, value $29,732,630.

    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 281,211 shares
    Change vs previous 13F +33,731 shares

    0.07% of the 13F portfolio, value $19,153,256.

    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 247,480 shares
    Change vs previous 13F +18,685 shares

    0.07% of the 13F portfolio, value $17,536,399.

    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 228,795 shares
    Change vs previous 13F -11,393 shares

    0.07% of the 13F portfolio, value $15,773,146.

    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 240,188 shares
    Change vs previous 13F +19,064 shares

    0.08% of the 13F portfolio, value $15,374,436.

    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 221,124 shares
    Change vs previous 13F +16,508 shares

    0.06% of the 13F portfolio, value $13,108,231.

    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 204,616 shares
    Change vs previous 13F +9,890 shares

    0.07% of the 13F portfolio, value $12,518,407.

    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 194,726 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $11,691,343.

    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).