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Kestra Advisory Services, LLC: HEZU position timeline

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

Kestra Advisory Services, LLC held 8,099 HEZU 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 8,099 shares
    Change vs previous 13F -5,320 shares

    <0.01% of the 13F portfolio, value $406,172.

    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 13,419 shares
    Change vs previous 13F -2,630 shares

    <0.01% of the 13F portfolio, value $586,390.

    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 16,049 shares
    Change vs previous 13F -3,017 shares

    <0.01% of the 13F portfolio, value $702,298.

    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 19,066 shares
    Change vs previous 13F -816 shares

    <0.01% of the 13F portfolio, value $803,909.

    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 19,882 shares
    Change vs previous 13F -4,172 shares

    <0.01% of the 13F portfolio, value $815,771.

    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 24,054 shares
    Change vs previous 13F -3,037 shares

    <0.01% of the 13F portfolio, value $937,384.

    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 27,091 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $970,941.

    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 27,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,012,357.

    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).