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Kestra Advisory Services, LLC: EVTR position timeline

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

Kestra Advisory Services, LLC held 31,249 EVTR 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 31,249 shares
    Change vs previous 13F +12,078 shares

    0.01% of the 13F portfolio, value $1,584,661.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 19,171 shares
    Change vs previous 13F +9,027 shares

    <0.01% of the 13F portfolio, value $972,929.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 10,144 shares
    Change vs previous 13F -6,359 shares

    <0.01% of the 13F portfolio, value $522,418.

    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: 0 shares
    • Kestra Advisory Services, LLC: 10,144 shares

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

  4. period ended2025-09-30
    13F 16,503 shares
    Change vs previous 13F -4,165 shares

    <0.01% of the 13F portfolio, value $849,095.

    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: 6,307 shares
    • Kestra Advisory Services, LLC: 10,196 shares

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

  5. period ended2025-06-30
    13F 20,668 shares
    Change vs previous 13F +8,708 shares

    <0.01% of the 13F portfolio, value $1,051,259.

    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: 9,826 shares
    • Kestra Advisory Services, LLC: 10,842 shares

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

  6. period ended2025-03-31
    13F 11,960 shares
    Change vs previous 13F +4,570 shares

    <0.01% of the 13F portfolio, value $605,535.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,883 shares
    • Kestra Advisory Services, LLC: 4,077 shares

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

  7. period ended2024-12-31
    13F 7,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $368,465.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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