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Kestra Advisory Services, LLC: HIG position timeline

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

Kestra Advisory Services, LLC held 20,349 HIG 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 20,349 shares
    Change vs previous 13F -526 shares

    0.01% of the 13F portfolio, value $2,696,671.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,784 shares
    • Kestra Advisory Services, LLC: 16,565 shares

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

  2. period ended2026-03-31
    13F 20,875 shares
    Change vs previous 13F -1,168 shares

    0.01% of the 13F portfolio, value $2,823,016.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,147 shares
    • Kestra Advisory Services, LLC: 16,728 shares

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

  3. period ended2025-12-31
    13F 22,043 shares
    Change vs previous 13F -583 shares

    0.01% of the 13F portfolio, value $3,037,599.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,397 shares
    • Kestra Advisory Services, LLC: 17,646 shares

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

  4. period ended2025-09-30
    13F 22,626 shares
    Change vs previous 13F -2,482 shares

    0.01% of the 13F portfolio, value $3,018,008.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,059 shares
    • Kestra Advisory Services, LLC: 17,567 shares

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

  5. period ended2025-06-30
    13F 25,108 shares
    Change vs previous 13F +506 shares

    0.01% of the 13F portfolio, value $3,185,405.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,003 shares
    • Kestra Advisory Services, LLC: 20,105 shares

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

  6. period ended2025-03-31
    13F/A 24,602 shares
    Change vs previous 13F +549 shares

    0.01% of the 13F portfolio, value $3,044,005.

    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: 4,992 shares
    • Kestra Advisory Services, LLC: 19,610 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 24,053 shares
    Change vs previous 13F +1,831 shares

    0.01% of the 13F portfolio, value $2,631,359.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,243 shares
    • Kestra Advisory Services, LLC: 19,719 shares
    • Kestra Investment Management, LLC: 91 shares

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

  8. period ended2024-09-30
    13F 22,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,613,509.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,163 shares
    • Kestra Advisory Services, LLC: 20,059 shares

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