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Kestra Advisory Services, LLC: HEI-A position timeline

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

Kestra Advisory Services, LLC held 4,048 HEI-A 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 4,048 shares
    Change vs previous 13F +2,115 shares

    <0.01% of the 13F portfolio, value $1,043,976.

    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 1,933 shares
    Change vs previous 13F -1,493 shares

    <0.01% of the 13F portfolio, value $408,003.

    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 3,426 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $864,781.

    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 3,351 shares
    Change vs previous 13F -291 shares

    <0.01% of the 13F portfolio, value $851,460.

    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 3,642 shares
    Change vs previous 13F +216 shares

    <0.01% of the 13F portfolio, value $942,277.

    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 3,426 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $722,783.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 2,643 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $491,809.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 2,411 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,214.

    13F-HR 0001830819-24-000009 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).