Kestra Advisory Services, LLC: ES position timeline

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

Kestra Advisory Services, LLC held 89,880 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 89,880 shares
Change vs previous 13F +35,615 shares
0.02% of the 13F portfolio, value $6,495,624.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,134 shares
- Kestra Advisory Services, LLC: 76,746 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 54,265 shares
Change vs previous 13F +11,259 shares
0.01% of the 13F portfolio, value $3,759,521.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,116 shares
- Kestra Advisory Services, LLC: 40,149 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 43,006 shares
Change vs previous 13F -5,911 shares
0.01% of the 13F portfolio, value $2,895,551.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 19,114 shares
- Kestra Advisory Services, LLC: 23,892 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 48,917 shares
Change vs previous 13F -31,878 shares
0.01% of the 13F portfolio, value $3,479,921.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,296 shares
- Kestra Advisory Services, LLC: 18,621 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 80,795 shares
Change vs previous 13F +4,943 shares
0.02% of the 13F portfolio, value $5,140,151.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 61,507 shares
- Kestra Advisory Services, LLC: 19,288 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 75,852 shares
Change vs previous 13F +2,973 shares
0.02% of the 13F portfolio, value $4,711,168.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,042 shares
- Kestra Advisory Services, LLC: 18,801 shares
- Kestra Investment Management, LLC: 9 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 72,879 shares
Change vs previous 13F +16,314 shares
0.02% of the 13F portfolio, value $4,185,432.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 53,476 shares
- Kestra Advisory Services, LLC: 18,898 shares
- Kestra Investment Management, LLC: 505 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 56,565 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,849,262.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 39,164 shares
- Kestra Advisory Services, LLC: 17,401 shares
Acceptance time not in the bulk data set (spec §4.2).