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Kestra Advisory Services, LLC: KR position timeline

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

Kestra Advisory Services, LLC held 95,004 KR 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 95,004 shares
    Change vs previous 13F -36,353 shares

    0.01% of the 13F portfolio, value $5,275,600.

    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: 19,078 shares
    • Kestra Advisory Services, LLC: 75,926 shares

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

  2. period ended2026-03-31
    13F 131,357 shares
    Change vs previous 13F -30,070 shares

    0.03% of the 13F portfolio, value $9,505,031.

    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: 20,273 shares
    • Kestra Advisory Services, LLC: 111,084 shares

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

  3. period ended2025-12-31
    13F 161,427 shares
    Change vs previous 13F +58,387 shares

    0.03% of the 13F portfolio, value $10,085,956.

    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: 20,930 shares
    • Kestra Advisory Services, LLC: 140,497 shares

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

  4. period ended2025-09-30
    13F 103,040 shares
    Change vs previous 13F +2,477 shares

    0.02% of the 13F portfolio, value $6,945,898.

    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: 20,265 shares
    • Kestra Advisory Services, LLC: 82,775 shares

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

  5. period ended2025-06-30
    13F 100,563 shares
    Change vs previous 13F +2,481 shares

    0.03% of the 13F portfolio, value $7,213,374.

    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: 20,280 shares
    • Kestra Advisory Services, LLC: 80,283 shares

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

  6. period ended2025-03-31
    13F/A 98,082 shares
    Change vs previous 13F +11,622 shares

    0.02% of the 13F portfolio, value $6,639,170.

    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: 19,231 shares
    • Kestra Advisory Services, LLC: 78,851 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 86,460 shares
    Change vs previous 13F +7,398 shares

    0.02% of the 13F portfolio, value $5,287,004.

    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: 16,221 shares
    • Kestra Advisory Services, LLC: 69,525 shares
    • Kestra Investment Management, LLC: 714 shares

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

  8. period ended2024-09-30
    13F 79,062 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,530,257.

    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: 13,820 shares
    • Kestra Advisory Services, LLC: 65,242 shares

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