Kestra Advisory Services, LLC: GE position timeline

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

Kestra Advisory Services, LLC held 162,694 GE 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 162,694 shares
Change vs previous 13F +16,633 shares
0.13% of the 13F portfolio, value $60,803,236.
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: 51,007 shares
- Kestra Advisory Services, LLC: 110,822 shares
- Kestra Investment Management, LLC: 865 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 146,061 shares
Change vs previous 13F +23,696 shares
0.12% of the 13F portfolio, value $41,447,801.
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: 47,788 shares
- Kestra Advisory Services, LLC: 98,273 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 122,365 shares
Change vs previous 13F +24,352 shares
0.12% of the 13F portfolio, value $37,692,234.
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: 40,428 shares
- Kestra Advisory Services, LLC: 81,937 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 98,013 shares
Change vs previous 13F +12,542 shares
0.1% of the 13F portfolio, value $29,484,189.
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: 37,203 shares
- Kestra Advisory Services, LLC: 60,810 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 85,471 shares
Change vs previous 13F -22,495 shares
0.08% of the 13F portfolio, value $21,999,423.
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: 34,053 shares
- Kestra Advisory Services, LLC: 51,418 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 107,966 shares
Change vs previous 13F -8,629 shares
0.08% of the 13F portfolio, value $21,609,395.
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: 29,390 shares
- Kestra Advisory Services, LLC: 78,576 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 116,595 shares
Change vs previous 13F +41,460 shares
0.07% of the 13F portfolio, value $19,470,461.
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: 32,250 shares
- Kestra Advisory Services, LLC: 84,215 shares
- Kestra Investment Management, LLC: 130 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 75,135 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $14,169,018.
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: 21,691 shares
- Kestra Advisory Services, LLC: 53,444 shares
Acceptance time not in the bulk data set (spec §4.2).