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Kestra Advisory Services, LLC: EQWL position timeline

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

Kestra Advisory Services, LLC held 40,270 EQWL 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 40,270 shares
    Change vs previous 13F +1,519 shares

    0.02% of the 13F portfolio, value $5,195,574.

    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 38,751 shares
    Change vs previous 13F -73,335 shares

    0.02% of the 13F portfolio, value $4,465,660.

    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 112,086 shares
    Change vs previous 13F -301 shares

    0.05% of the 13F portfolio, value $13,244,116.

    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 112,387 shares
    Change vs previous 13F -10,085 shares

    0.06% of the 13F portfolio, value $12,888,552.

    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 122,472 shares
    Change vs previous 13F +111,470 shares

    0.07% of the 13F portfolio, value $13,468,223.

    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 11,002 shares
    Change vs previous 13F +1,798 shares

    0.01% of the 13F portfolio, value $1,134,196.

    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 9,204 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $941,385.

    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 9,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $937,329.

    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).