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Kestra Advisory Services, LLC: IR position timeline

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

Kestra Advisory Services, LLC held 44,483 IR 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 44,483 shares
    Change vs previous 13F +2,861 shares

    0.01% of the 13F portfolio, value $3,647,165.

    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: 8,040 shares
    • Kestra Advisory Services, LLC: 36,443 shares

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

  2. period ended2026-03-31
    13F 41,622 shares
    Change vs previous 13F +5,785 shares

    0.01% of the 13F portfolio, value $3,334,776.

    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: 6,219 shares
    • Kestra Advisory Services, LLC: 35,403 shares

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

  3. period ended2025-12-31
    13F 35,837 shares
    Change vs previous 13F +2,801 shares

    0.01% of the 13F portfolio, value $2,839,000.

    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: 6,181 shares
    • Kestra Advisory Services, LLC: 29,656 shares

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

  4. period ended2025-09-30
    13F 33,036 shares
    Change vs previous 13F +1,407 shares

    0.01% of the 13F portfolio, value $2,729,464.

    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: 5,792 shares
    • Kestra Advisory Services, LLC: 27,244 shares

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

  5. period ended2025-06-30
    13F/A 31,629 shares
    Change vs previous 13F +1,520 shares

    0.01% of the 13F portfolio, value $2,630,881.

    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: 6,012 shares
    • Kestra Advisory Services, LLC: 25,617 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 30,109 shares
    Change vs previous 13F -5,867 shares

    0.01% of the 13F portfolio, value $2,409,624.

    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: 6,392 shares
    • Kestra Advisory Services, LLC: 23,708 shares
    • Kestra Investment Management, LLC: 9 shares

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

  7. period ended2024-12-31
    13F 35,976 shares
    Change vs previous 13F +2,962 shares

    0.01% of the 13F portfolio, value $3,254,389.

    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: 9,009 shares
    • Kestra Advisory Services, LLC: 26,744 shares
    • Kestra Investment Management, LLC: 223 shares

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

  8. period ended2024-09-30
    13F 33,014 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,240,626.

    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: 8,974 shares
    • Kestra Advisory Services, LLC: 24,040 shares

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