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Kestra Advisory Services, LLC: HASI position timeline

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

Kestra Advisory Services, LLC held 25,912 HASI 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 25,912 shares
    Change vs previous 13F -6,354 shares

    <0.01% of the 13F portfolio, value $1,011,863.

    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: 7,031 shares
    • Kestra Advisory Services, LLC: 18,881 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 32,266 shares
    Change vs previous 13F +4,545 shares

    <0.01% of the 13F portfolio, value $1,185,800.

    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: 6,993 shares
    • Kestra Advisory Services, LLC: 19,788 shares
    • Kestra Investment Management, LLC: 5,485 shares

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

  3. period ended2025-12-31
    13F 27,721 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $871,287.

    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: 8,269 shares
    • Kestra Advisory Services, LLC: 19,452 shares

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

  4. period ended2025-09-30
    13F 27,864 shares
    Change vs previous 13F -11,407 shares

    <0.01% of the 13F portfolio, value $855,445.

    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: 8,198 shares
    • Kestra Advisory Services, LLC: 19,666 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 39,271 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $1,054,809.

    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: 9,542 shares
    • Kestra Advisory Services, LLC: 22,197 shares
    • Kestra Investment Management, LLC: 7,532 shares

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

  6. period ended2025-03-31
    13F/A 39,207 shares
    Change vs previous 13F -11,761 shares

    <0.01% of the 13F portfolio, value $1,146,413.

    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: 10,167 shares
    • Kestra Advisory Services, LLC: 18,593 shares
    • Kestra Investment Management, LLC: 10,447 shares

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

  7. period ended2024-12-31
    13F 50,968 shares
    Change vs previous 13F +22,277 shares

    0.01% of the 13F portfolio, value $1,367,472.

    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: 10,877 shares
    • Kestra Advisory Services, LLC: 20,648 shares
    • Kestra Investment Management, LLC: 19,443 shares

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

  8. period ended2024-09-30
    13F 28,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $988,979.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,803 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 22,888 shares

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