Kestra Advisory Services, LLC: GWW position timeline

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

Kestra Advisory Services, LLC held 5,116 GWW 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 5,116 shares
Change vs previous 13F -257 shares
0.02% of the 13F portfolio, value $6,959,420.
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: 466 shares
- Kestra Advisory Services, LLC: 4,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,373 shares
Change vs previous 13F -70 shares
0.02% of the 13F portfolio, value $5,861,087.
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: 691 shares
- Kestra Advisory Services, LLC: 4,682 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,443 shares
Change vs previous 13F +2,588 shares
0.02% of the 13F portfolio, value $5,491,943.
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: 837 shares
- Kestra Advisory Services, LLC: 4,606 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,855 shares
Change vs previous 13F -579 shares
0.01% of the 13F portfolio, value $2,720,116.
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: 799 shares
- Kestra Advisory Services, LLC: 2,056 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 3,434 shares
Change vs previous 13F -2,046 shares
0.01% of the 13F portfolio, value $3,571,955.
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: 1,153 shares
- Kestra Advisory Services, LLC: 2,281 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,480 shares
Change vs previous 13F -2,123 shares
0.02% of the 13F portfolio, value $5,413,309.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,042 shares
- Kestra Advisory Services, LLC: 2,309 shares
- Kestra Investment Management, LLC: 129 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,603 shares
Change vs previous 13F +751 shares
0.03% of the 13F portfolio, value $8,014,063.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,726 shares
- Kestra Advisory Services, LLC: 2,612 shares
- Kestra Investment Management, LLC: 265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,852 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $7,118,261.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH 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: 4,253 shares
- Kestra Advisory Services, LLC: 2,284 shares
- Kestra Investment Management, LLC: 315 shares
Acceptance time not in the bulk data set (spec §4.2).