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Kestra Advisory Services, LLC: ETW position timeline

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

Kestra Advisory Services, LLC held 42,634 ETW 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 42,634 shares
    Change vs previous 13F -87,920 shares

    <0.01% of the 13F portfolio, value $410,994.

    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: 22,071 shares
    • Kestra Advisory Services, LLC: 20,563 shares

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

  2. period ended2026-03-31
    13F 130,554 shares
    Change vs previous 13F +59,788 shares

    <0.01% of the 13F portfolio, value $1,146,268.

    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: 26,190 shares
    • Kestra Advisory Services, LLC: 104,364 shares

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

  3. period ended2025-12-31
    13F 70,766 shares
    Change vs previous 13F -1,481 shares

    <0.01% of the 13F portfolio, value $652,465.

    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: 26,032 shares
    • Kestra Advisory Services, LLC: 44,734 shares

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

  4. period ended2025-09-30
    13F 72,247 shares
    Change vs previous 13F -81,724 shares

    <0.01% of the 13F portfolio, value $653,840.

    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: 27,703 shares
    • Kestra Advisory Services, LLC: 44,544 shares

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

  5. period ended2025-06-30
    13F 153,971 shares
    Change vs previous 13F +75,629 shares

    <0.01% of the 13F portfolio, value $1,331,848.

    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: 27,544 shares
    • Kestra Advisory Services, LLC: 126,427 shares

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

  6. period ended2025-03-31
    13F 78,342 shares
    Change vs previous 13F -121,381 shares

    <0.01% of the 13F portfolio, value $646,322.

    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: 20,630 shares
    • Kestra Advisory Services, LLC: 57,712 shares

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

  7. period ended2024-12-31
    13F 199,723 shares
    Change vs previous 13F +136,451 shares

    0.01% of the 13F portfolio, value $1,681,668.

    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: 21,486 shares
    • Kestra Advisory Services, LLC: 178,237 shares

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

  8. period ended2024-09-30
    13F 63,272 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $549,202.

    13F-HR 0001830819-24-000009 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).