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Kestra Advisory Services, LLC: ISPY position timeline

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

Kestra Advisory Services, LLC held 26,656 ISPY 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 26,656 shares
    Change vs previous 13F -2,318 shares

    <0.01% of the 13F portfolio, value $1,284,523.

    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: 15,086 shares
    • Kestra Advisory Services, LLC: 11,570 shares

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

  2. period ended2026-03-31
    13F 28,974 shares
    Change vs previous 13F +1,129 shares

    <0.01% of the 13F portfolio, value $1,256,050.

    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: 8,915 shares
    • Kestra Advisory Services, LLC: 20,059 shares

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

  3. period ended2025-12-31
    13F 27,845 shares
    Change vs previous 13F -3,419 shares

    <0.01% of the 13F portfolio, value $1,270,578.

    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: 8,886 shares
    • Kestra Advisory Services, LLC: 18,959 shares

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

  4. period ended2025-09-30
    13F 31,264 shares
    Change vs previous 13F +2,127 shares

    <0.01% of the 13F portfolio, value $1,410,303.

    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: 8,903 shares
    • Kestra Advisory Services, LLC: 22,361 shares

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

  5. period ended2025-06-30
    13F 29,137 shares
    Change vs previous 13F +2,438 shares

    <0.01% of the 13F portfolio, value $1,236,280.

    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: 8,878 shares
    • Kestra Advisory Services, LLC: 20,259 shares

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

  6. period ended2025-03-31
    13F 26,699 shares
    Change vs previous 13F +8,922 shares

    <0.01% of the 13F portfolio, value $1,123,761.

    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: 9,310 shares
    • Kestra Advisory Services, LLC: 17,389 shares

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

  7. period ended2024-12-31
    13F 17,777 shares
    Change vs previous 13F +3,451 shares

    <0.01% of the 13F portfolio, value $787,343.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $642,080.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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