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Kestra Advisory Services, LLC: K position timeline

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

Kestra Advisory Services, LLC held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -34,352 shares

    13F-HR 0001649451-26-000002 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 ended2025-09-30
    13F 34,352 shares
    Change vs previous 13F -2,354 shares

    0.01% of the 13F portfolio, value $2,817,540.

    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: 3,299 shares
    • Kestra Advisory Services, LLC: 31,053 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-06-30
    13F/A 36,706 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $2,919,221.

    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: 2,764 shares
    • Kestra Advisory Services, LLC: 33,688 shares
    • Kestra Investment Management, LLC: 254 shares

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

  4. period ended2025-03-31
    13F/A 36,740 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $3,030,683.

    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: 3,171 shares
    • Kestra Advisory Services, LLC: 33,239 shares
    • Kestra Investment Management, LLC: 330 shares

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

  5. period ended2024-12-31
    13F 37,801 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $3,060,747.

    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: 3,598 shares
    • Kestra Advisory Services, LLC: 34,203 shares

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

  6. period ended2024-09-30
    13F 37,857 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,055,418.

    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).