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Kestra Advisory Services, LLC: EW position timeline

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

Kestra Advisory Services, LLC held 39,322 EW 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 39,322 shares
    Change vs previous 13F +21,937 shares

    0.01% of the 13F portfolio, value $3,557,058.

    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: 18,978 shares
    • Kestra Advisory Services, LLC: 17,684 shares
    • Kestra Investment Management, LLC: 2,660 shares

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

  2. period ended2026-03-31
    13F 17,385 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $1,392,182.

    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: 5,358 shares
    • Kestra Advisory Services, LLC: 12,027 shares

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

  3. period ended2025-12-31
    13F 17,441 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $1,486,878.

    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: 5,426 shares
    • Kestra Advisory Services, LLC: 12,015 shares

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

  4. period ended2025-09-30
    13F 16,713 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $1,299,731.

    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: 5,839 shares
    • Kestra Advisory Services, LLC: 10,874 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 16,114 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $1,260,276.

    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: 5,447 shares
    • Kestra Advisory Services, LLC: 10,497 shares
    • Kestra Investment Management, LLC: 170 shares

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

  6. period ended2025-03-31
    13F/A 16,315 shares
    Change vs previous 13F -754 shares

    <0.01% of the 13F portfolio, value $1,182,511.

    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: 4,584 shares
    • Kestra Advisory Services, LLC: 11,540 shares
    • Kestra Investment Management, LLC: 191 shares

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

  7. period ended2024-12-31
    13F 17,069 shares
    Change vs previous 13F -6,853 shares

    <0.01% of the 13F portfolio, value $1,263,618.

    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: 4,708 shares
    • Kestra Advisory Services, LLC: 12,294 shares
    • Kestra Investment Management, LLC: 67 shares

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

  8. period ended2024-09-30
    13F 23,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,578,630.

    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: 7,442 shares
    • Kestra Advisory Services, LLC: 16,480 shares

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