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Kestra Advisory Services, LLC: HLI position timeline

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

Kestra Advisory Services, LLC held 1,714 HLI 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 1,714 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $229,931.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 1,766 shares
    Change vs previous 13F -3,118 shares

    <0.01% of the 13F portfolio, value $253,601.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,766 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 4,884 shares
    Change vs previous 13F -4,748 shares

    <0.01% of the 13F portfolio, value $850,774.

    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: 1,775 shares
    • Kestra Advisory Services, LLC: 3,109 shares

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

  4. period ended2025-09-30
    13F 9,632 shares
    Change vs previous 13F +4,166 shares

    0.01% of the 13F portfolio, value $1,977,476.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,142 shares
    • Kestra Advisory Services, LLC: 3,490 shares

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

  5. period ended2025-06-30
    13F 5,466 shares
    Change vs previous 13F -4,575 shares

    <0.01% of the 13F portfolio, value $983,686.

    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: 2,111 shares
    • Kestra Advisory Services, LLC: 3,355 shares

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

  6. period ended2025-03-31
    13F/A 10,041 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $1,621,622.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,531 shares
    • Kestra Advisory Services, LLC: 3,510 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 10,066 shares
    Change vs previous 13F +1,541 shares

    0.01% of the 13F portfolio, value $1,748,092.

    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: 4,433 shares
    • Kestra Advisory Services, LLC: 5,606 shares
    • Kestra Investment Management, LLC: 27 shares

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

  8. period ended2024-09-30
    13F 8,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,347,115.

    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: 3,178 shares
    • Kestra Advisory Services, LLC: 5,347 shares

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