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Kestra Advisory Services, LLC: ETHE position timeline

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

Kestra Advisory Services, LLC held 54,174 ETHE 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 54,174 shares
    Change vs previous 13F -10,220 shares

    <0.01% of the 13F portfolio, value $691,264.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,771 shares
    • Kestra Advisory Services, LLC: 25,403 shares

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

  2. period ended2026-03-31
    13F 64,394 shares
    Change vs previous 13F -5,044 shares

    <0.01% of the 13F portfolio, value $1,099,210.

    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: 30,471 shares
    • Kestra Advisory Services, LLC: 33,923 shares

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

  3. period ended2025-12-31
    13F 69,438 shares
    Change vs previous 13F -2,807 shares

    0.01% of the 13F portfolio, value $1,692,204.

    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: 30,376 shares
    • Kestra Advisory Services, LLC: 39,062 shares

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

  4. period ended2025-09-30
    13F 72,245 shares
    Change vs previous 13F -25,743 shares

    0.01% of the 13F portfolio, value $2,475,836.

    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: 30,979 shares
    • Kestra Advisory Services, LLC: 41,266 shares

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

  5. period ended2025-06-30
    13F 97,988 shares
    Change vs previous 13F -56,409 shares

    0.01% of the 13F portfolio, value $2,044,030.

    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: 33,929 shares
    • Kestra Advisory Services, LLC: 64,059 shares

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

  6. period ended2025-03-31
    13F 154,397 shares
    Change vs previous 13F -18,566 shares

    0.01% of the 13F portfolio, value $2,349,923.

    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: 35,517 shares
    • Kestra Advisory Services, LLC: 118,880 shares

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

  7. period ended2024-12-31
    13F 172,963 shares
    Change vs previous 13F -399 shares

    0.02% of the 13F portfolio, value $4,846,423.

    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: 37,203 shares
    • Kestra Advisory Services, LLC: 135,760 shares

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

  8. period ended2024-09-30
    13F 173,362 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,794,895.

    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: 29,940 shares
    • Kestra Advisory Services, LLC: 143,422 shares

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