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Kestra Advisory Services, LLC: ET position timeline

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

Kestra Advisory Services, LLC held 1,562,334 ET 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 1,562,334 shares
    Change vs previous 13F -33,814 shares

    0.07% of the 13F portfolio, value $29,871,819.

    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: 212,530 shares
    • Kestra Advisory Services, LLC: 1,349,804 shares

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

  2. period ended2026-03-31
    13F 1,596,148 shares
    Change vs previous 13F +173,283 shares

    0.09% of the 13F portfolio, value $30,805,652.

    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: 206,644 shares
    • Kestra Advisory Services, LLC: 1,389,504 shares

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

  3. period ended2025-12-31
    13F 1,422,865 shares
    Change vs previous 13F -554 shares

    0.07% of the 13F portfolio, value $23,463,039.

    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: 220,012 shares
    • Kestra Advisory Services, LLC: 1,202,853 shares

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

  4. period ended2025-09-30
    13F 1,423,419 shares
    Change vs previous 13F +71,531 shares

    0.08% of the 13F portfolio, value $24,425,869.

    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: 220,836 shares
    • Kestra Advisory Services, LLC: 1,202,583 shares

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

  5. period ended2025-06-30
    13F 1,351,888 shares
    Change vs previous 13F +29,511 shares

    0.09% of the 13F portfolio, value $24,509,725.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 218,405 shares
    • Kestra Advisory Services, LLC: 1,133,483 shares

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

  6. period ended2025-03-31
    13F 1,322,377 shares
    Change vs previous 13F +114,207 shares

    0.09% of the 13F portfolio, value $24,582,988.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 216,314 shares
    • Kestra Advisory Services, LLC: 1,106,063 shares

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

  7. period ended2024-12-31
    13F 1,208,170 shares
    Change vs previous 13F +927,814 shares

    0.1% of the 13F portfolio, value $23,668,050.

    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: 177,522 shares
    • Kestra Advisory Services, LLC: 1,030,648 shares

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

  8. period ended2024-09-30
    13F 280,356 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,499,717.

    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: 183,423 shares
    • Kestra Advisory Services, LLC: 96,933 shares

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