Kestra Advisory Services, LLC: EWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on EWL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 7,029 EWL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 7,029 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $441,798.
13F-HR 0001830819-26-000007 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 ended2026-03-3113F 7,057 sharesChange vs previous 13F +3,450 shares
<0.01% of the 13F portfolio, value $415,040.
13F-HR 0001830819-26-000004 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 ended2025-12-3113F 3,607 sharesChange vs previous 13F -37 shares
<0.01% of the 13F portfolio, value $216,300.
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 3,644 sharesChange vs previous 13F -361 shares
<0.01% of the 13F portfolio, value $201,316.
13F-HR 0001830819-25-000013 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 ended2025-06-3013F 4,005 sharesChange vs previous 13F +4,005 shares
<0.01% of the 13F portfolio, value $219,521.
13F-HR 0001830819-25-000009 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 ended2024-12-3113F 0 sharesChange vs previous 13F -4,283 shares
13F-HR 0001830819-25-000002 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 4,283 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $223,139.
13F-HR 0001830819-24-000009 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).