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Kestra Advisory Services, LLC: HLN position timeline

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

Kestra Advisory Services, LLC held 24,395 HLN 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 24,395 shares
    Change vs previous 13F -18,189 shares

    <0.01% of the 13F portfolio, value $227,602.

    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 42,584 shares
    Change vs previous 13F -14,105 shares

    <0.01% of the 13F portfolio, value $426,267.

    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 56,689 shares
    Change vs previous 13F +4,676 shares

    <0.01% of the 13F portfolio, value $573,121.

    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 52,013 shares
    Change vs previous 13F -7,964 shares

    <0.01% of the 13F portfolio, value $466,554.

    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/A 59,977 shares
    Change vs previous 13F +5,626 shares

    <0.01% of the 13F portfolio, value $621,958.

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

    • Kestra Advisory Services, LLC: 59,977 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 54,351 shares
    Change vs previous 13F -1,844 shares

    <0.01% of the 13F portfolio, value $559,272.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 53,752 shares
    • Kestra Investment Management, LLC: 599 shares

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

  7. period ended2024-12-31
    13F 56,195 shares
    Change vs previous 13F +6,388 shares

    <0.01% of the 13F portfolio, value $536,100.

    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 49,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $526,955.

    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: 0 shares
    • Kestra Advisory Services, LLC: 49,807 shares

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