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Kestra Advisory Services, LLC: KNSL position timeline

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

Kestra Advisory Services, LLC held 7,689 KNSL 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 7,689 shares
    Change vs previous 13F -439 shares

    0.01% of the 13F portfolio, value $2,535,891.

    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: 1,546 shares
    • Kestra Advisory Services, LLC: 1,052 shares
    • Kestra Investment Management, LLC: 5,091 shares

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

  2. period ended2026-03-31
    13F 8,128 shares
    Change vs previous 13F +1,655 shares

    0.01% of the 13F portfolio, value $2,776,991.

    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: 1,567 shares
    • Kestra Advisory Services, LLC: 1,127 shares
    • Kestra Investment Management, LLC: 5,434 shares

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

  3. period ended2025-12-31
    13F 6,473 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $2,532,072.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,192 shares
    • Kestra Advisory Services, LLC: 1,910 shares
    • Kestra Investment Management, LLC: 3,371 shares

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

  4. period ended2025-09-30
    13F 6,388 shares
    Change vs previous 13F +206 shares

    0.01% of the 13F portfolio, value $2,716,716.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,659 shares
    • Kestra Advisory Services, LLC: 1,821 shares
    • Kestra Investment Management, LLC: 2,908 shares

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

  5. period ended2025-06-30
    13F/A 6,182 shares
    Change vs previous 13F +972 shares

    0.01% of the 13F portfolio, value $2,991,214.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,824 shares
    • Kestra Advisory Services, LLC: 1,479 shares
    • Kestra Investment Management, LLC: 2,879 shares

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

  6. period ended2025-03-31
    13F/A 5,210 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $2,535,759.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,592 shares
    • Kestra Advisory Services, LLC: 986 shares
    • Kestra Investment Management, LLC: 2,632 shares

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

  7. period ended2024-12-31
    13F 5,424 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $2,522,962.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,680 shares
    • Kestra Advisory Services, LLC: 1,842 shares
    • Kestra Investment Management, LLC: 1,902 shares

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

  8. period ended2024-09-30
    13F 4,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,002,855.

    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: 1,236 shares
    • Kestra Advisory Services, LLC: 1,727 shares
    • Kestra Investment Management, LLC: 1,339 shares

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