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Kestra Advisory Services, LLC: EWC position timeline

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

Kestra Advisory Services, LLC held 11,517 EWC 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 11,517 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $663,850.

    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: 6,075 shares
    • Kestra Advisory Services, LLC: 5,442 shares

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

  2. period ended2026-03-31
    13F 11,308 shares
    Change vs previous 13F +1,326 shares

    <0.01% of the 13F portfolio, value $619,574.

    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: 6,050 shares
    • Kestra Advisory Services, LLC: 5,258 shares

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

  3. period ended2025-12-31
    13F 9,982 shares
    Change vs previous 13F +5,380 shares

    <0.01% of the 13F portfolio, value $538,327.

    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: 5,530 shares
    • Kestra Advisory Services, LLC: 4,452 shares

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

  4. period ended2025-09-30
    13F 4,602 shares
    Change vs previous 13F -11,055 shares

    <0.01% of the 13F portfolio, value $232,620.

    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: 4,602 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 15,657 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $723,336.

    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: 4,569 shares
    • Kestra Advisory Services, LLC: 11,088 shares

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

  6. period ended2025-03-31
    13F 15,816 shares
    Change vs previous 13F -1,763 shares

    <0.01% of the 13F portfolio, value $644,503.

    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: 5,042 shares
    • Kestra Advisory Services, LLC: 10,774 shares

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

  7. period ended2024-12-31
    13F 17,579 shares
    Change vs previous 13F +6,644 shares

    <0.01% of the 13F portfolio, value $708,433.

    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: 5,138 shares
    • Kestra Advisory Services, LLC: 12,441 shares

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

  8. period ended2024-09-30
    13F 10,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,031.

    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).