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Kestra Advisory Services, LLC: KBE position timeline

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

Kestra Advisory Services, LLC held 246,764 KBE 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 246,764 shares
    Change vs previous 13F +231,974 shares

    0.05% of the 13F portfolio, value $16,834,252.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 14,790 shares
    Change vs previous 13F +3,805 shares

    <0.01% of the 13F portfolio, value $880,746.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 10,985 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $666,661.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 11,272 shares
    Change vs previous 13F -3,906 shares

    <0.01% of the 13F portfolio, value $669,774.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 15,178 shares
    Change vs previous 13F +2,104 shares

    <0.01% of the 13F portfolio, value $846,331.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 13,074 shares
    Change vs previous 13F -25,648 shares

    <0.01% of the 13F portfolio, value $692,399.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 38,722 shares
    Change vs previous 13F -179,662 shares

    0.01% of the 13F portfolio, value $2,147,909.

    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 218,384 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $11,550,310.

    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).