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Kestra Advisory Services, LLC: HTRB position timeline

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

Kestra Advisory Services, LLC held 65,893 HTRB 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 65,893 shares
    Change vs previous 13F +1,163 shares

    0.01% of the 13F portfolio, value $2,222,911.

    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: 46,016 shares
    • Kestra Advisory Services, LLC: 19,877 shares

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

  2. period ended2026-03-31
    13F 64,730 shares
    Change vs previous 13F +1,461 shares

    0.01% of the 13F portfolio, value $2,183,997.

    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: 45,876 shares
    • Kestra Advisory Services, LLC: 18,854 shares

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

  3. period ended2025-12-31
    13F 63,269 shares
    Change vs previous 13F +3,833 shares

    0.01% of the 13F portfolio, value $2,160,654.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,317 shares
    • Kestra Advisory Services, LLC: 17,952 shares

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

  4. period ended2025-09-30
    13F 59,436 shares
    Change vs previous 13F +22,128 shares

    0.01% of the 13F portfolio, value $2,038,089.

    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: 44,411 shares
    • Kestra Advisory Services, LLC: 15,025 shares

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

  5. period ended2025-06-30
    13F 37,308 shares
    Change vs previous 13F +26,893 shares

    <0.01% of the 13F portfolio, value $1,263,606.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,935 shares
    • Kestra Advisory Services, LLC: 8,373 shares

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

  6. period ended2025-03-31
    13F 10,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $352,652.

    13F-HR 0001649451-25-000004 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).