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Kestra Advisory Services, LLC: GSEP position timeline

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

Kestra Advisory Services, LLC held 295,675 GSEP 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 295,675 shares
    Change vs previous 13F -30,226 shares

    0.03% of the 13F portfolio, value $12,110,848.

    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: 32,140 shares
    • Kestra Advisory Services, LLC: 263,535 shares

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

  2. period ended2026-03-31
    13F 325,901 shares
    Change vs previous 13F +16,815 shares

    0.04% of the 13F portfolio, value $12,420,087.

    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: 32,140 shares
    • Kestra Advisory Services, LLC: 293,761 shares

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

  3. period ended2025-12-31
    13F 309,086 shares
    Change vs previous 13F +24,919 shares

    0.04% of the 13F portfolio, value $11,973,992.

    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: 32,140 shares
    • Kestra Advisory Services, LLC: 276,946 shares

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

  4. period ended2025-09-30
    13F 284,167 shares
    Change vs previous 13F +8,280 shares

    0.04% of the 13F portfolio, value $10,821,080.

    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: 23,485 shares
    • Kestra Advisory Services, LLC: 260,682 shares

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

  5. period ended2025-06-30
    13F 275,887 shares
    Change vs previous 13F -18,196 shares

    0.04% of the 13F portfolio, value $10,116,666.

    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: 15,425 shares
    • Kestra Advisory Services, LLC: 260,462 shares

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

  6. period ended2025-03-31
    13F 294,083 shares
    Change vs previous 13F -18,240 shares

    0.04% of the 13F portfolio, value $10,156,156.

    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: 15,425 shares
    • Kestra Advisory Services, LLC: 278,658 shares

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

  7. period ended2024-12-31
    13F 312,323 shares
    Change vs previous 13F +24,101 shares

    0.05% of the 13F portfolio, value $10,943,798.

    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: 14,925 shares
    • Kestra Advisory Services, LLC: 297,398 shares

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

  8. period ended2024-09-30
    13F 288,222 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,966,717.

    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: 14,925 shares
    • Kestra Advisory Services, LLC: 273,297 shares

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