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Kestra Advisory Services, LLC: GATX position timeline

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

Kestra Advisory Services, LLC held 2,962 GATX 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 2,962 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $524,703.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,280 shares
    • Kestra Advisory Services, LLC: 1,682 shares

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

  2. period ended2026-03-31
    13F 2,963 shares
    Change vs previous 13F -586 shares

    <0.01% of the 13F portfolio, value $506,009.

    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: 1,278 shares
    • Kestra Advisory Services, LLC: 1,685 shares

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

  3. period ended2025-12-31
    13F 3,549 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $601,906.

    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: 1,349 shares
    • Kestra Advisory Services, LLC: 2,200 shares

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

  4. period ended2025-09-30
    13F 3,482 shares
    Change vs previous 13F +1,471 shares

    <0.01% of the 13F portfolio, value $608,674.

    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: 1,348 shares
    • Kestra Advisory Services, LLC: 2,134 shares

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

  5. period ended2025-06-30
    13F/A 2,011 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $308,867.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,011 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 2,091 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $324,671.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,013 shares
    • Kestra Investment Management, LLC: 78 shares

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

  7. period ended2024-12-31
    13F 1,910 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $295,993.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,892 shares
    • Kestra Investment Management, LLC: 18 shares

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

  8. period ended2024-09-30
    13F 1,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,025.

    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).