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Kestra Advisory Services, LLC: ESGD position timeline

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

Kestra Advisory Services, LLC held 69,389 ESGD 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 69,389 shares
    Change vs previous 13F +6,943 shares

    0.02% of the 13F portfolio, value $7,133,863.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,733 shares
    • Kestra Advisory Services, LLC: 63,656 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,446 shares
    Change vs previous 13F +2,900 shares

    0.02% of the 13F portfolio, value $5,971,078.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,936 shares
    • Kestra Advisory Services, LLC: 58,510 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,546 shares
    Change vs previous 13F +19,586 shares

    0.02% of the 13F portfolio, value $5,662,220.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,925 shares
    • Kestra Advisory Services, LLC: 56,621 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,960 shares
    Change vs previous 13F +2,027 shares

    0.01% of the 13F portfolio, value $3,715,471.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,696 shares
    • Kestra Advisory Services, LLC: 37,264 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,933 shares
    Change vs previous 13F -1,390 shares

    0.02% of the 13F portfolio, value $3,384,419.

    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 39,323 shares
    Change vs previous 13F -4,312 shares

    0.02% of the 13F portfolio, value $3,212,296.

    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 43,635 shares
    Change vs previous 13F -15,965 shares

    0.02% of the 13F portfolio, value $3,322,369.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 43,635 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,016,535.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,105 shares
    • Kestra Advisory Services, LLC: 56,495 shares

    Acceptance time not in the bulk data set (spec §4.2).