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Kestra Advisory Services, LLC: HERD position timeline

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

Kestra Advisory Services, LLC held 10,285 HERD 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 10,285 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $484,077.

    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 10,360 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $473,930.

    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 10,283 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $446,897.

    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 9,954 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $421,668.

    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 10,109 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $402,654.

    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 8,644 shares
    Change vs previous 13F -14,972 shares

    <0.01% of the 13F portfolio, value $323,804.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,644 shares

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

  7. period ended2024-12-31
    13F 23,616 shares
    Change vs previous 13F +1,259 shares

    <0.01% of the 13F portfolio, value $895,250.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,700 shares
    • Kestra Advisory Services, LLC: 9,916 shares

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

  8. period ended2024-09-30
    13F 22,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $895,181.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,382 shares
    • Kestra Advisory Services, LLC: 8,975 shares

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