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Kestra Advisory Services, LLC: IP position timeline

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

Kestra Advisory Services, LLC held 50,071 IP 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 50,071 shares
    Change vs previous 13F -60,510 shares

    <0.01% of the 13F portfolio, value $1,907,705.

    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: 15,683 shares
    • Kestra Advisory Services, LLC: 28,143 shares
    • Kestra Investment Management, LLC: 6,245 shares

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

  2. period ended2026-03-31
    13F 110,581 shares
    Change vs previous 13F -2,552 shares

    0.01% of the 13F portfolio, value $3,947,728.

    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: 16,918 shares
    • Kestra Advisory Services, LLC: 93,663 shares

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

  3. period ended2025-12-31
    13F 113,133 shares
    Change vs previous 13F +1,570 shares

    0.01% of the 13F portfolio, value $4,456,315.

    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: 15,631 shares
    • Kestra Advisory Services, LLC: 97,502 shares

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

  4. period ended2025-09-30
    13F 111,563 shares
    Change vs previous 13F +25,090 shares

    0.02% of the 13F portfolio, value $5,176,535.

    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: 16,537 shares
    • Kestra Advisory Services, LLC: 95,026 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 86,473 shares
    Change vs previous 13F +3,826 shares

    0.01% of the 13F portfolio, value $4,049,508.

    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: 13,219 shares
    • Kestra Advisory Services, LLC: 73,131 shares
    • Kestra Investment Management, LLC: 123 shares

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

  6. period ended2025-03-31
    13F/A 82,647 shares
    Change vs previous 13F +242 shares

    0.01% of the 13F portfolio, value $4,409,219.

    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: 14,630 shares
    • Kestra Advisory Services, LLC: 67,950 shares
    • Kestra Investment Management, LLC: 67 shares

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

  7. period ended2024-12-31
    13F 82,405 shares
    Change vs previous 13F -2,719 shares

    0.02% of the 13F portfolio, value $4,435,037.

    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: 15,244 shares
    • Kestra Advisory Services, LLC: 67,161 shares

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

  8. period ended2024-09-30
    13F 85,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,158,331.

    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: 15,032 shares
    • Kestra Advisory Services, LLC: 70,092 shares

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