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Kestra Advisory Services, LLC: EWBC position timeline

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

Kestra Advisory Services, LLC held 7,201 EWBC 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 7,201 shares
    Change vs previous 13F -3,942 shares

    <0.01% of the 13F portfolio, value $929,545.

    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: 5,600 shares
    • Kestra Advisory Services, LLC: 1,601 shares

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

  2. period ended2026-03-31
    13F 11,143 shares
    Change vs previous 13F -2,004 shares

    0.01% of the 13F portfolio, value $1,189,680.

    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: 11,143 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 13,147 shares
    Change vs previous 13F +6,164 shares

    <0.01% of the 13F portfolio, value $1,477,585.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,022 shares
    • Kestra Advisory Services, LLC: 2,125 shares

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

  4. period ended2025-09-30
    13F 6,983 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $743,401.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,738 shares
    • Kestra Advisory Services, LLC: 2,245 shares

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

  5. period ended2025-06-30
    13F/A 7,312 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $738,382.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,700 shares
    • Kestra Advisory Services, LLC: 2,612 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 6,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $609,830.

    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: 4,624 shares
    • Kestra Advisory Services, LLC: 2,091 shares
    • Kestra Investment Management, LLC: 79 shares

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