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Kestra Advisory Services, LLC: GBTC position timeline

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

Kestra Advisory Services, LLC held 145,698 GBTC 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 145,698 shares
    Change vs previous 13F -12,442 shares

    0.02% of the 13F portfolio, value $6,632,172.

    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: 50,732 shares
    • Kestra Advisory Services, LLC: 94,966 shares

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

  2. period ended2026-03-31
    13F 158,140 shares
    Change vs previous 13F +2,395 shares

    0.02% of the 13F portfolio, value $8,343,466.

    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: 52,298 shares
    • Kestra Advisory Services, LLC: 105,842 shares

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

  3. period ended2025-12-31
    13F 155,745 shares
    Change vs previous 13F -699 shares

    0.03% of the 13F portfolio, value $10,646,728.

    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: 55,008 shares
    • Kestra Advisory Services, LLC: 100,737 shares

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

  4. period ended2025-09-30
    13F 156,444 shares
    Change vs previous 13F -24,361 shares

    0.05% of the 13F portfolio, value $14,043,978.

    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: 55,008 shares
    • Kestra Advisory Services, LLC: 101,436 shares

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

  5. period ended2025-06-30
    13F 180,805 shares
    Change vs previous 13F -24,746 shares

    0.06% of the 13F portfolio, value $15,337,688.

    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: 56,098 shares
    • Kestra Advisory Services, LLC: 124,707 shares

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

  6. period ended2025-03-31
    13F 205,551 shares
    Change vs previous 13F -15,991 shares

    0.05% of the 13F portfolio, value $13,395,759.

    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: 55,940 shares
    • Kestra Advisory Services, LLC: 149,611 shares

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

  7. period ended2024-12-31
    13F 221,542 shares
    Change vs previous 13F +43,851 shares

    0.07% of the 13F portfolio, value $16,398,539.

    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: 56,476 shares
    • Kestra Advisory Services, LLC: 165,066 shares

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

  8. period ended2024-09-30
    13F 177,691 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,973,396.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,975 shares
    • Kestra Advisory Services, LLC: 129,716 shares

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