Kestra Advisory Services, LLC: HELO position timeline

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

Kestra Advisory Services, LLC held 269,953 HELO 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 269,953 shares
Change vs previous 13F -23,201 shares
0.04% of the 13F portfolio, value $18,243,428.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 121,967 shares
- Kestra Advisory Services, LLC: 144,550 shares
- Kestra Investment Management, LLC: 3,436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 293,154 shares
Change vs previous 13F +24,808 shares
0.05% of the 13F portfolio, value $18,735,468.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 140,509 shares
- Kestra Advisory Services, LLC: 152,645 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 268,346 shares
Change vs previous 13F +29,740 shares
0.06% of the 13F portfolio, value $17,826,270.
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: 147,003 shares
- Kestra Advisory Services, LLC: 121,343 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 238,606 shares
Change vs previous 13F +27,106 shares
0.05% of the 13F portfolio, value $15,509,417.
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: 152,797 shares
- Kestra Advisory Services, LLC: 85,809 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 211,500 shares
Change vs previous 13F +15,633 shares
0.05% of the 13F portfolio, value $13,235,639.
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: 156,661 shares
- Kestra Advisory Services, LLC: 54,839 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 195,867 shares
Change vs previous 13F +35,730 shares
0.04% of the 13F portfolio, value $11,689,343.
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: 158,688 shares
- Kestra Advisory Services, LLC: 37,179 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 160,137 shares
Change vs previous 13F +102,285 shares
0.04% of the 13F portfolio, value $9,934,899.
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: 141,439 shares
- Kestra Advisory Services, LLC: 18,461 shares
- Kestra Investment Management, LLC: 237 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 57,852 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,537,086.
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: 50,854 shares
- Kestra Advisory Services, LLC: 6,998 shares
Acceptance time not in the bulk data set (spec §4.2).