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Kestra Advisory Services, LLC: KEYS position timeline

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

Kestra Advisory Services, LLC held 18,561 KEYS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,561 shares
    Change vs previous 13F -397 shares

    0.01% of the 13F portfolio, value $6,497,629.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,186 shares
    • Kestra Advisory Services, LLC: 6,201 shares
    • Kestra Investment Management, LLC: 11,174 shares

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

  2. period ended2026-03-31
    13F 18,958 shares
    Change vs previous 13F +12,730 shares

    0.01% of the 13F portfolio, value $5,353,154.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,201 shares
    • Kestra Advisory Services, LLC: 4,858 shares
    • Kestra Investment Management, LLC: 12,899 shares

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

  3. period ended2025-12-31
    13F 6,228 shares
    Change vs previous 13F +262 shares

    <0.01% of the 13F portfolio, value $1,265,455.

    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: 1,160 shares
    • Kestra Advisory Services, LLC: 5,068 shares

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

  4. period ended2025-09-30
    13F 5,966 shares
    Change vs previous 13F +1,193 shares

    <0.01% of the 13F portfolio, value $1,043,645.

    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: 1,160 shares
    • Kestra Advisory Services, LLC: 4,806 shares

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

  5. period ended2025-06-30
    13F 4,773 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $782,104.

    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/A 4,764 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $713,504.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,764 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 4,709 shares
    Change vs previous 13F -668 shares

    <0.01% of the 13F portfolio, value $756,406.

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

    • Kestra Advisory Services, LLC: 4,688 shares
    • Kestra Investment Management, LLC: 21 shares

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

  8. period ended2024-09-30
    13F 5,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $854,487.

    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).