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Kestra Advisory Services, LLC: ERTH position timeline

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

Kestra Advisory Services, LLC held 4,888 ERTH 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 4,888 shares
    Change vs previous 13F -2,143 shares

    <0.01% of the 13F portfolio, value $231,218.

    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 7,031 shares
    Change vs previous 13F +1,430 shares

    <0.01% of the 13F portfolio, value $333,336.

    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 5,601 shares
    Change vs previous 13F +598 shares

    <0.01% of the 13F portfolio, value $264,235.

    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 5,003 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $238,374.

    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 5,093 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $216,336.

    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 5,223 shares
    Change vs previous 13F -1,477 shares

    <0.01% of the 13F portfolio, value $202,878.

    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 6,700 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $270,927.

    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 7,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,432.

    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).