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Kestra Advisory Services, LLC: GRID position timeline

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

Kestra Advisory Services, LLC held 263,366 GRID 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 263,366 shares
    Change vs previous 13F +80,442 shares

    0.11% of the 13F portfolio, value $50,500,386.

    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: 43,995 shares
    • Kestra Advisory Services, LLC: 216,629 shares
    • Kestra Investment Management, LLC: 2,742 shares

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

  2. period ended2026-03-31
    13F 182,924 shares
    Change vs previous 13F +48,237 shares

    0.09% of the 13F portfolio, value $29,922,754.

    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: 22,874 shares
    • Kestra Advisory Services, LLC: 160,050 shares

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

  3. period ended2025-12-31
    13F 134,687 shares
    Change vs previous 13F +3,854 shares

    0.06% of the 13F portfolio, value $20,609,722.

    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: 10,994 shares
    • Kestra Advisory Services, LLC: 123,693 shares

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

  4. period ended2025-09-30
    13F 130,833 shares
    Change vs previous 13F -4,588 shares

    0.07% of the 13F portfolio, value $19,766,248.

    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: 9,537 shares
    • Kestra Advisory Services, LLC: 121,296 shares

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

  5. period ended2025-06-30
    13F 135,421 shares
    Change vs previous 13F +3,697 shares

    0.07% of the 13F portfolio, value $18,826,180.

    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: 8,768 shares
    • Kestra Advisory Services, LLC: 126,653 shares

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

  6. period ended2025-03-31
    13F/A 131,724 shares
    Change vs previous 13F -13,005 shares

    0.07% of the 13F portfolio, value $14,901,936.

    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: 131,724 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 144,729 shares
    Change vs previous 13F +13,828 shares

    0.08% of the 13F portfolio, value $17,271,959.

    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: 144,668 shares
    • Kestra Investment Management, LLC: 61 shares

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

  8. period ended2024-09-30
    13F 130,901 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $16,657,186.

    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).