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Kestra Advisory Services, LLC: GIS position timeline

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

Kestra Advisory Services, LLC held 240,140 GIS 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 240,140 shares
    Change vs previous 13F +90,796 shares

    0.02% of the 13F portfolio, value $8,356,878.

    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: 20,700 shares
    • Kestra Advisory Services, LLC: 197,204 shares
    • Kestra Investment Management, LLC: 22,236 shares

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

  2. period ended2026-03-31
    13F 149,344 shares
    Change vs previous 13F +32,275 shares

    0.01% of the 13F portfolio, value $5,558,570.

    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: 23,266 shares
    • Kestra Advisory Services, LLC: 118,751 shares
    • Kestra Investment Management, LLC: 7,327 shares

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

  3. period ended2025-12-31
    13F 117,069 shares
    Change vs previous 13F -19,600 shares

    0.02% of the 13F portfolio, value $5,443,735.

    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: 48,508 shares
    • Kestra Advisory Services, LLC: 68,561 shares

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

  4. period ended2025-09-30
    13F 136,669 shares
    Change vs previous 13F -11,443 shares

    0.02% of the 13F portfolio, value $6,890,859.

    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: 64,915 shares
    • Kestra Advisory Services, LLC: 71,754 shares

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

  5. period ended2025-06-30
    13F/A 148,112 shares
    Change vs previous 13F +8,916 shares

    0.03% of the 13F portfolio, value $7,673,689.

    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: 68,575 shares
    • Kestra Advisory Services, LLC: 79,537 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 139,196 shares
    Change vs previous 13F +1,911 shares

    0.03% of the 13F portfolio, value $8,322,529.

    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: 42,992 shares
    • Kestra Advisory Services, LLC: 94,375 shares
    • Kestra Investment Management, LLC: 1,829 shares

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

  7. period ended2024-12-31
    13F 137,285 shares
    Change vs previous 13F -17,843 shares

    0.03% of the 13F portfolio, value $8,754,665.

    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: 32,463 shares
    • Kestra Advisory Services, LLC: 104,722 shares
    • Kestra Investment Management, LLC: 100 shares

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

  8. period ended2024-09-30
    13F 155,128 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,456,225.

    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: 34,118 shares
    • Kestra Advisory Services, LLC: 121,010 shares

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