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Kestra Advisory Services, LLC: HWM position timeline

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

Kestra Advisory Services, LLC held 81,344 HWM 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 81,344 shares
    Change vs previous 13F -386 shares

    0.05% of the 13F portfolio, value $21,870,306.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,071 shares
    • Kestra Advisory Services, LLC: 57,557 shares
    • Kestra Investment Management, LLC: 1,716 shares

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

  2. period ended2026-03-31
    13F 81,730 shares
    Change vs previous 13F +38,069 shares

    0.05% of the 13F portfolio, value $18,835,428.

    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: 22,158 shares
    • Kestra Advisory Services, LLC: 57,845 shares
    • Kestra Investment Management, LLC: 1,727 shares

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

  3. period ended2025-12-31
    13F 43,661 shares
    Change vs previous 13F +5,970 shares

    0.02% of the 13F portfolio, value $8,951,423.

    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: 21,757 shares
    • Kestra Advisory Services, LLC: 20,777 shares
    • Kestra Investment Management, LLC: 1,127 shares

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

  4. period ended2025-09-30
    13F 37,691 shares
    Change vs previous 13F -4,327 shares

    0.02% of the 13F portfolio, value $7,396,259.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,658 shares
    • Kestra Advisory Services, LLC: 18,977 shares
    • Kestra Investment Management, LLC: 1,056 shares

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

  5. period ended2025-06-30
    13F/A 42,018 shares
    Change vs previous 13F +3,030 shares

    0.03% of the 13F portfolio, value $7,820,687.

    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: 18,311 shares
    • Kestra Advisory Services, LLC: 22,476 shares
    • Kestra Investment Management, LLC: 1,231 shares

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

  6. period ended2025-03-31
    13F/A 38,988 shares
    Change vs previous 13F +9,738 shares

    0.02% of the 13F portfolio, value $5,057,913.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,795 shares
    • Kestra Advisory Services, LLC: 20,193 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 29,250 shares
    Change vs previous 13F +744 shares

    0.01% of the 13F portfolio, value $3,199,026.

    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: 9,812 shares
    • Kestra Advisory Services, LLC: 18,821 shares
    • Kestra Investment Management, LLC: 617 shares

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

  8. period ended2024-09-30
    13F 28,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,857,758.

    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: 8,849 shares
    • Kestra Advisory Services, LLC: 19,657 shares

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