Skip to content
Disclosery

Kestra Advisory Services, LLC: ESGV position timeline

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

Kestra Advisory Services, LLC held 12,825 ESGV 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 12,825 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $1,695,944.

    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: 4,759 shares
    • Kestra Advisory Services, LLC: 8,066 shares

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

  2. period ended2026-03-31
    13F 12,862 shares
    Change vs previous 13F -1,565 shares

    <0.01% of the 13F portfolio, value $1,444,052.

    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: 4,782 shares
    • Kestra Advisory Services, LLC: 8,080 shares

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

  3. period ended2025-12-31
    13F 14,427 shares
    Change vs previous 13F +5,387 shares

    0.01% of the 13F portfolio, value $1,745,068.

    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: 4,773 shares
    • Kestra Advisory Services, LLC: 9,654 shares

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

  4. period ended2025-09-30
    13F 9,040 shares
    Change vs previous 13F +2,219 shares

    <0.01% of the 13F portfolio, value $1,070,807.

    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: 4,390 shares
    • Kestra Advisory Services, LLC: 4,650 shares

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

  5. period ended2025-06-30
    13F 6,821 shares
    Change vs previous 13F -727 shares

    <0.01% of the 13F portfolio, value $747,878.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,485 shares
    • Kestra Advisory Services, LLC: 2,336 shares

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

  6. period ended2025-03-31
    13F/A 7,548 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $739,326.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,057 shares
    • Kestra Advisory Services, LLC: 2,491 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,903 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $724,005.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,099 shares
    • Kestra Advisory Services, LLC: 2,563 shares
    • Kestra Investment Management, LLC: 241 shares

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

  8. period ended2024-09-30
    13F 6,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $658,701.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,090 shares
    • Kestra Advisory Services, LLC: 2,390 shares

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