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Kestra Advisory Services, LLC: IT position timeline

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

Kestra Advisory Services, LLC held 0 IT 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 0 shares
    Change vs previous 13F -5,827 shares

    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: 0 shares
    • Kestra Advisory Services, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,827 shares
    Change vs previous 13F -518 shares

    <0.01% of the 13F portfolio, value $922,647.

    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: 2,886 shares
    • Kestra Advisory Services, LLC: 2,941 shares

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

  3. period ended2025-12-31
    13F 6,345 shares
    Change vs previous 13F +2,676 shares

    <0.01% of the 13F portfolio, value $1,600,717.

    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: 2,713 shares
    • Kestra Advisory Services, LLC: 3,632 shares

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

  4. period ended2025-09-30
    13F 3,669 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $964,470.

    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: 0 shares
    • Kestra Advisory Services, LLC: 3,669 shares

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

  5. period ended2025-06-30
    13F/A 4,772 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $1,928,938.

    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: 1,424 shares
    • Kestra Advisory Services, LLC: 3,348 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 5,280 shares
    Change vs previous 13F -784 shares

    0.01% of the 13F portfolio, value $2,216,228.

    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: 2,078 shares
    • Kestra Advisory Services, LLC: 3,194 shares
    • Kestra Investment Management, LLC: 8 shares

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

  7. period ended2024-12-31
    13F 6,064 shares
    Change vs previous 13F -375 shares

    0.01% of the 13F portfolio, value $2,937,826.

    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: 2,698 shares
    • Kestra Advisory Services, LLC: 3,306 shares
    • Kestra Investment Management, LLC: 60 shares

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

  8. period ended2024-09-30
    13F 6,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,263,028.

    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: 2,226 shares
    • Kestra Advisory Services, LLC: 4,213 shares

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