Skip to content
Disclosery

Kestra Advisory Services, LLC: KRE position timeline

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

Kestra Advisory Services, LLC held 13,650 KRE 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 13,650 shares
    Change vs previous 13F -11,363 shares

    <0.01% of the 13F portfolio, value $1,021,708.

    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: 0 shares
    • Kestra Advisory Services, LLC: 13,650 shares

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

  2. period ended2026-03-31
    13F 25,013 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $1,629,603.

    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: 3,179 shares
    • Kestra Advisory Services, LLC: 21,834 shares

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

  3. period ended2025-12-31
    13F 24,858 shares
    Change vs previous 13F +2,021 shares

    0.01% of the 13F portfolio, value $1,611,032.

    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 22,837 shares
    Change vs previous 13F -2,411 shares

    0.01% of the 13F portfolio, value $1,445,613.

    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 25,248 shares
    Change vs previous 13F +9,506 shares

    0.01% of the 13F portfolio, value $1,499,488.

    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 15,742 shares
    Change vs previous 13F +3,911 shares

    <0.01% of the 13F portfolio, value $894,933.

    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 11,831 shares
    Change vs previous 13F -1,135 shares

    <0.01% of the 13F portfolio, value $714,001.

    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: 0 shares
    • Kestra Advisory Services, LLC: 11,831 shares

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

  8. period ended2024-09-30
    13F 12,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $733,866.

    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: 3,682 shares
    • Kestra Advisory Services, LLC: 9,284 shares

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