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Kestra Advisory Services, LLC: KSEP position timeline

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

Kestra Advisory Services, LLC held 46,366 KSEP 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 46,366 shares
    Change vs previous 13F -12,481 shares

    <0.01% of the 13F portfolio, value $1,430,029.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 58,847 shares
    Change vs previous 13F +3,397 shares

    0.01% of the 13F portfolio, value $1,659,786.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 55,450 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,546,501.

    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 55,450 shares
    Change vs previous 13F +30,233 shares

    0.01% of the 13F portfolio, value $1,519,330.

    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 25,217 shares
    Change vs previous 13F +1,527 shares

    <0.01% of the 13F portfolio, value $644,859.

    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 23,690 shares
    Change vs previous 13F -3,507 shares

    <0.01% of the 13F portfolio, value $582,611.

    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 27,197 shares
    Change vs previous 13F -379 shares

    <0.01% of the 13F portfolio, value $698,843.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 27,576 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $703,409.

    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).