Kestra Advisory Services, LLC: EVR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on EVR, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 1,913 EVR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,913 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $653,270.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,895 sharesChange vs previous 13F +1,736 shares
0.01% of the 13F portfolio, value $565,708.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,895 shares
- Kestra Advisory Services, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 159 sharesChange vs previous 13F +159 shares
<0.01% of the 13F portfolio, value $54,210.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -21 shares
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 21 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,670.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).