Kestra Advisory Services, LLC: F position timeline

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

Kestra Advisory Services, LLC held 964,524 F shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 964,524 shares
Change vs previous 13F -86,586 shares
0.03% of the 13F portfolio, value $13,406,883.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 364,023 shares
- Kestra Advisory Services, LLC: 600,501 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,051,110 shares
Change vs previous 13F +86,926 shares
0.04% of the 13F portfolio, value $12,129,808.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 369,659 shares
- Kestra Advisory Services, LLC: 681,451 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 964,184 shares
Change vs previous 13F -207,384 shares
0.04% of the 13F portfolio, value $12,650,105.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 370,620 shares
- Kestra Advisory Services, LLC: 593,564 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,171,568 shares
Change vs previous 13F +32,134 shares
0.05% of the 13F portfolio, value $14,011,954.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 370,139 shares
- Kestra Advisory Services, LLC: 801,429 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,139,434 shares
Change vs previous 13F +91,225 shares
0.05% of the 13F portfolio, value $12,362,863.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 374,601 shares
- Kestra Advisory Services, LLC: 764,833 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,048,209 shares
Change vs previous 13F -17,495 shares
0.04% of the 13F portfolio, value $10,513,537.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 408,255 shares
- Kestra Advisory Services, LLC: 639,954 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,065,704 shares
Change vs previous 13F -52,131 shares
0.04% of the 13F portfolio, value $10,550,474.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 415,917 shares
- Kestra Advisory Services, LLC: 648,082 shares
- Kestra Investment Management, LLC: 1,705 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,117,835 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $11,804,334.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 429,374 shares
- Kestra Advisory Services, LLC: 688,461 shares
Acceptance time not in the bulk data set (spec §4.2).