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Kestra Advisory Services, LLC: KGC position timeline

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

Kestra Advisory Services, LLC held 235,254 KGC 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 235,254 shares
    Change vs previous 13F -16,236 shares

    0.01% of the 13F portfolio, value $5,556,701.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,956 shares
    • Kestra Advisory Services, LLC: 214,298 shares

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

  2. period ended2026-03-31
    13F 251,490 shares
    Change vs previous 13F -4,094 shares

    0.02% of the 13F portfolio, value $7,675,450.

    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: 32,339 shares
    • Kestra Advisory Services, LLC: 219,151 shares

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

  3. period ended2025-12-31
    13F 255,584 shares
    Change vs previous 13F -45,688 shares

    0.02% of the 13F portfolio, value $7,197,233.

    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: 24,866 shares
    • Kestra Advisory Services, LLC: 230,718 shares

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

  4. period ended2025-09-30
    13F 301,272 shares
    Change vs previous 13F +361 shares

    0.03% of the 13F portfolio, value $7,486,611.

    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: 28,623 shares
    • Kestra Advisory Services, LLC: 272,649 shares

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

  5. period ended2025-06-30
    13F 300,911 shares
    Change vs previous 13F -44,961 shares

    0.02% of the 13F portfolio, value $4,703,240.

    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: 32,365 shares
    • Kestra Advisory Services, LLC: 268,546 shares

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

  6. period ended2025-03-31
    13F/A 345,872 shares
    Change vs previous 13F -57,871 shares

    0.02% of the 13F portfolio, value $4,361,446.

    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: 38,010 shares
    • Kestra Advisory Services, LLC: 307,862 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 403,743 shares
    Change vs previous 13F +61,316 shares

    0.01% of the 13F portfolio, value $3,742,694.

    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: 44,597 shares
    • Kestra Advisory Services, LLC: 359,012 shares
    • Kestra Investment Management, LLC: 134 shares

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

  8. period ended2024-09-30
    13F 342,427 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,205,120.

    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: 34,117 shares
    • Kestra Advisory Services, LLC: 308,310 shares

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