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Kestra Advisory Services, LLC: GWX position timeline

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

Kestra Advisory Services, LLC held 14,212 GWX 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 14,212 shares
    Change vs previous 13F -3,821 shares

    <0.01% of the 13F portfolio, value $621,901.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 18,033 shares
    Change vs previous 13F +9,276 shares

    <0.01% of the 13F portfolio, value $761,551.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 8,757 shares
    Change vs previous 13F +920 shares

    <0.01% of the 13F portfolio, value $357,825.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 7,837 shares
    Change vs previous 13F +1,083 shares

    <0.01% of the 13F portfolio, value $314,876.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 6,754 shares
    Change vs previous 13F +6,754 shares

    <0.01% of the 13F portfolio, value $251,131.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -7,583 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,583 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,959.

    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: 7,545 shares
    • Kestra Investment Management, LLC: 38 shares

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