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Kestra Advisory Services, LLC: GS position timeline

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

Kestra Advisory Services, LLC held 116,571 GS 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 116,571 shares
    Change vs previous 13F -1,800 shares

    0.26% of the 13F portfolio, value $117,896,880.

    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: 32,513 shares
    • Kestra Advisory Services, LLC: 83,696 shares
    • Kestra Investment Management, LLC: 362 shares

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

  2. period ended2026-03-31
    13F 118,371 shares
    Change vs previous 13F +5,678 shares

    0.29% of the 13F portfolio, value $100,140,883.

    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: 32,551 shares
    • Kestra Advisory Services, LLC: 85,820 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 112,693 shares
    Change vs previous 13F +9,680 shares

    0.27% of the 13F portfolio, value $99,057,230.

    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: 32,708 shares
    • Kestra Advisory Services, LLC: 79,628 shares
    • Kestra Investment Management, LLC: 357 shares

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

  4. period ended2025-09-30
    13F 103,013 shares
    Change vs previous 13F +10,565 shares

    0.25% of the 13F portfolio, value $82,034,073.

    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: 29,647 shares
    • Kestra Advisory Services, LLC: 73,070 shares
    • Kestra Investment Management, LLC: 296 shares

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

  5. period ended2025-06-30
    13F/A 92,448 shares
    Change vs previous 13F +4,703 shares

    0.21% of the 13F portfolio, value $65,429,855.

    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: 27,862 shares
    • Kestra Advisory Services, LLC: 64,289 shares
    • Kestra Investment Management, LLC: 297 shares

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

  6. period ended2025-03-31
    13F/A 87,745 shares
    Change vs previous 13F +199 shares

    0.18% of the 13F portfolio, value $47,934,217.

    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: 24,995 shares
    • Kestra Advisory Services, LLC: 62,750 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 87,546 shares
    Change vs previous 13F +10,329 shares

    0.19% of the 13F portfolio, value $50,130,590.

    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: 22,139 shares
    • Kestra Advisory Services, LLC: 65,286 shares
    • Kestra Investment Management, LLC: 121 shares

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

  8. period ended2024-09-30
    13F 77,217 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $38,230,799.

    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: 20,442 shares
    • Kestra Advisory Services, LLC: 56,775 shares

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