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Kestra Advisory Services, LLC: HR position timeline

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

Kestra Advisory Services, LLC held 41,556 HR 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 41,556 shares
    Change vs previous 13F +8,899 shares

    <0.01% of the 13F portfolio, value $838,184.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,307 shares
    • Kestra Advisory Services, LLC: 19,249 shares

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

  2. period ended2026-03-31
    13F 32,657 shares
    Change vs previous 13F -1,916 shares

    <0.01% of the 13F portfolio, value $554,854.

    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: 15,087 shares
    • Kestra Advisory Services, LLC: 17,570 shares

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

  3. period ended2025-12-31
    13F 34,573 shares
    Change vs previous 13F +16,087 shares

    <0.01% of the 13F portfolio, value $586,028.

    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: 14,903 shares
    • Kestra Advisory Services, LLC: 19,670 shares

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

  4. period ended2025-09-30
    13F 18,486 shares
    Change vs previous 13F -4,607 shares

    <0.01% of the 13F portfolio, value $333,308.

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

    • Kestra Advisory Services, LLC: 18,486 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 23,093 shares
    Change vs previous 13F -2,502 shares

    <0.01% of the 13F portfolio, value $366,261.

    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: 17,465 shares
    • Kestra Investment Management, LLC: 5,628 shares

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

  6. period ended2025-03-31
    13F/A 25,595 shares
    Change vs previous 13F +2,740 shares

    <0.01% of the 13F portfolio, value $432,556.

    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: 19,547 shares
    • Kestra Investment Management, LLC: 6,048 shares

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

  7. period ended2024-12-31
    13F 22,855 shares
    Change vs previous 13F +22,855 shares

    <0.01% of the 13F portfolio, value $387,392.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.