Kestra Advisory Services, LLC: HDB position timeline

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

Kestra Advisory Services, LLC held 107,149 HDB 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 107,149 shares
Change vs previous 13F -73,440 shares
0.01% of the 13F portfolio, value $2,782,001.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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: 72,892 shares
- Kestra Advisory Services, LLC: 34,257 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 180,589 shares
Change vs previous 13F -23,974 shares
0.01% of the 13F portfolio, value $4,493,042.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 169,711 shares
- Kestra Advisory Services, LLC: 10,878 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 204,563 shares
Change vs previous 13F -21,222 shares
0.02% of the 13F portfolio, value $7,474,742.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 193,626 shares
- Kestra Advisory Services, LLC: 10,937 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 225,785 shares
Change vs previous 13F +114,372 shares
0.03% of the 13F portfolio, value $7,712,820.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 203,149 shares
- Kestra Advisory Services, LLC: 22,636 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 111,413 shares
Change vs previous 13F -1,424 shares
0.03% of the 13F portfolio, value $8,542,043.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 99,612 shares
- Kestra Advisory Services, LLC: 11,801 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 112,837 shares
Change vs previous 13F +995 shares
0.03% of the 13F portfolio, value $7,496,890.
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: 99,700 shares
- Kestra Advisory Services, LLC: 13,137 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 111,842 shares
Change vs previous 13F +12,671 shares
0.03% of the 13F portfolio, value $7,142,230.
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: 97,086 shares
- Kestra Advisory Services, LLC: 13,823 shares
- Kestra Investment Management, LLC: 933 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 99,171 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,204,106.
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: 85,831 shares
- Kestra Advisory Services, LLC: 13,340 shares
Acceptance time not in the bulk data set (spec §4.2).