Kestra Advisory Services, LLC: ERIE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ERIE, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 4,947 ERIE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,947 sharesChange vs previous 13F +212 shares
<0.01% of the 13F portfolio, value $1,186,158.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,735 sharesChange vs previous 13F -292 shares
<0.01% of the 13F portfolio, value $1,190,073.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,027 sharesChange vs previous 13F +7 shares
0.01% of the 13F portfolio, value $1,441,033.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,020 sharesChange vs previous 13F -285 shares
0.01% of the 13F portfolio, value $1,597,278.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,020 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 5,305 sharesChange vs previous 13F -248 shares
0.01% of the 13F portfolio, value $1,839,550.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,011 shares
- Kestra Investment Management, LLC: 294 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 5,553 sharesChange vs previous 13F -1,650 shares
0.01% of the 13F portfolio, value $2,326,985.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,004 shares
- Kestra Investment Management, LLC: 549 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,203 sharesChange vs previous 13F -694 shares
0.01% of the 13F portfolio, value $2,969,293.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,937 shares
- Kestra Investment Management, LLC: 1,266 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,897 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $4,262,881.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 5,436 shares
- Kestra Investment Management, LLC: 2,461 shares
Acceptance time not in the bulk data set (spec §4.2).