Kestra Advisory Services, LLC: ESS position timeline

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

Kestra Advisory Services, LLC held 5,291 ESS 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 5,291 shares
Change vs previous 13F +164 shares
<0.01% of the 13F portfolio, value $1,543,033.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 3,009 shares
- Kestra Advisory Services, LLC: 2,282 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,127 shares
Change vs previous 13F +482 shares
<0.01% of the 13F portfolio, value $1,240,780.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,047 shares
- Kestra Advisory Services, LLC: 2,080 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,645 shares
Change vs previous 13F -1,380 shares
<0.01% of the 13F portfolio, value $1,215,476.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,997 shares
- Kestra Advisory Services, LLC: 1,648 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,025 shares
Change vs previous 13F -1,020 shares
0.01% of the 13F portfolio, value $1,612,586.
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: 3,170 shares
- Kestra Advisory Services, LLC: 2,855 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 7,045 shares
Change vs previous 13F -157 shares
0.01% of the 13F portfolio, value $1,996,684.
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: 3,562 shares
- Kestra Advisory Services, LLC: 3,444 shares
- Kestra Investment Management, LLC: 39 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 7,202 shares
Change vs previous 13F -223 shares
0.01% of the 13F portfolio, value $2,207,918.
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: 3,719 shares
- Kestra Advisory Services, LLC: 3,444 shares
- Kestra Investment Management, LLC: 39 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,425 shares
Change vs previous 13F +4,003 shares
0.01% of the 13F portfolio, value $2,119,392.
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: 4,385 shares
- Kestra Advisory Services, LLC: 2,954 shares
- Kestra Investment Management, LLC: 86 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,422 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $1,010,927.
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: 3,422 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).