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Kestra Advisory Services, LLC: HTAB position timeline

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

Kestra Advisory Services, LLC held 98,288 HTAB 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 98,288 shares
    Change vs previous 13F +4,605 shares

    0.01% of the 13F portfolio, value $1,891,537.

    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 93,683 shares
    Change vs previous 13F +6,173 shares

    0.01% of the 13F portfolio, value $1,779,984.

    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 87,510 shares
    Change vs previous 13F +4,775 shares

    0.01% of the 13F portfolio, value $1,675,824.

    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 82,735 shares
    Change vs previous 13F +2,012 shares

    0.01% of the 13F portfolio, value $1,582,723.

    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 80,723 shares
    Change vs previous 13F +17,989 shares

    0.01% of the 13F portfolio, value $1,510,325.

    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 62,734 shares
    Change vs previous 13F +25,130 shares

    0.01% of the 13F portfolio, value $1,202,611.

    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 37,604 shares
    Change vs previous 13F +8,309 shares

    <0.01% of the 13F portfolio, value $728,013.

    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 29,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $580,338.

    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).