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Kestra Advisory Services, LLC: HYG position timeline

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

Kestra Advisory Services, LLC held 241,915 HYG 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 241,915 shares
    Change vs previous 13F -12,498 shares

    0.04% of the 13F portfolio, value $19,345,963.

    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: 61,968 shares
    • Kestra Advisory Services, LLC: 176,555 shares
    • Kestra Investment Management, LLC: 3,392 shares

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

  2. period ended2026-03-31
    13F 254,413 shares
    Change vs previous 13F -101,347 shares

    0.05% of the 13F portfolio, value $20,241,078.

    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: 60,686 shares
    • Kestra Advisory Services, LLC: 161,403 shares
    • Kestra Investment Management, LLC: 32,324 shares

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

  3. period ended2025-12-31
    13F 355,760 shares
    Change vs previous 13F +60,516 shares

    0.08% of the 13F portfolio, value $28,684,914.

    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: 60,591 shares
    • Kestra Advisory Services, LLC: 291,215 shares
    • Kestra Investment Management, LLC: 3,954 shares

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

  4. period ended2025-09-30
    13F 295,244 shares
    Change vs previous 13F -14,932 shares

    0.07% of the 13F portfolio, value $23,970,892.

    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: 58,513 shares
    • Kestra Advisory Services, LLC: 233,254 shares
    • Kestra Investment Management, LLC: 3,477 shares

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

  5. period ended2025-06-30
    13F/A 310,176 shares
    Change vs previous 13F -3,024 shares

    0.08% of the 13F portfolio, value $25,015,691.

    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: 57,422 shares
    • Kestra Advisory Services, LLC: 249,274 shares
    • Kestra Investment Management, LLC: 3,480 shares

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

  6. period ended2025-03-31
    13F/A 313,200 shares
    Change vs previous 13F +7,841 shares

    0.09% of the 13F portfolio, value $24,708,348.

    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: 56,909 shares
    • Kestra Advisory Services, LLC: 256,291 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 305,359 shares
    Change vs previous 13F +10,088 shares

    0.09% of the 13F portfolio, value $24,016,515.

    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: 54,613 shares
    • Kestra Advisory Services, LLC: 250,128 shares
    • Kestra Investment Management, LLC: 618 shares

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

  8. period ended2024-09-30
    13F 295,271 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,710,291.

    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: 52,448 shares
    • Kestra Advisory Services, LLC: 242,823 shares

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