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Kestra Advisory Services, LLC: HD position timeline

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

Kestra Advisory Services, LLC held 294,412 HD 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 294,412 shares
    Change vs previous 13F -3,438 shares

    0.23% of the 13F portfolio, value $103,833,450.

    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: 116,925 shares
    • Kestra Advisory Services, LLC: 174,681 shares
    • Kestra Investment Management, LLC: 2,806 shares

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

  2. period ended2026-03-31
    13F 297,850 shares
    Change vs previous 13F +13,741 shares

    0.24% of the 13F portfolio, value $97,960,045.

    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: 117,118 shares
    • Kestra Advisory Services, LLC: 178,903 shares
    • Kestra Investment Management, LLC: 1,829 shares

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

  3. period ended2025-12-31
    13F 284,109 shares
    Change vs previous 13F +14,704 shares

    0.27% of the 13F portfolio, value $97,761,911.

    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: 116,471 shares
    • Kestra Advisory Services, LLC: 166,498 shares
    • Kestra Investment Management, LLC: 1,140 shares

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

  4. period ended2025-09-30
    13F 269,405 shares
    Change vs previous 13F +9,736 shares

    0.33% of the 13F portfolio, value $109,160,055.

    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: 113,617 shares
    • Kestra Advisory Services, LLC: 154,591 shares
    • Kestra Investment Management, LLC: 1,197 shares

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

  5. period ended2025-06-30
    13F/A 259,669 shares
    Change vs previous 13F +16,140 shares

    0.31% of the 13F portfolio, value $95,205,313.

    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: 111,814 shares
    • Kestra Advisory Services, LLC: 144,610 shares
    • Kestra Investment Management, LLC: 3,245 shares

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

  6. period ended2025-03-31
    13F/A 243,529 shares
    Change vs previous 13F -6,112 shares

    0.3% of the 13F portfolio, value $89,250,944.

    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: 101,016 shares
    • Kestra Advisory Services, LLC: 139,533 shares
    • Kestra Investment Management, LLC: 2,980 shares

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

  7. period ended2024-12-31
    13F 249,641 shares
    Change vs previous 13F +26,573 shares

    0.36% of the 13F portfolio, value $97,107,493.

    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: 95,186 shares
    • Kestra Advisory Services, LLC: 151,076 shares
    • Kestra Investment Management, LLC: 3,379 shares

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

  8. period ended2024-09-30
    13F 223,068 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $90,394,324.

    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: 80,810 shares
    • Kestra Advisory Services, LLC: 138,976 shares
    • Kestra Investment Management, LLC: 3,282 shares

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