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Disclosery

Kestra Advisory Services, LLC: KTB position timeline

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

Kestra Advisory Services, LLC held 0 KTB shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,332 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,332 shares
    Change vs previous 13F +3,332 shares

    <0.01% of the 13F portfolio, value $203,540.

    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).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -35 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F/A 35 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $2,309.

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

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

  5. period ended2025-03-31
    13F/A 160 shares
    Change vs previous 13F -3,397 shares

    <0.01% of the 13F portfolio, value $10,261.

    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: 0 shares
    • Kestra Investment Management, LLC: 160 shares

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

  6. period ended2024-12-31
    13F 3,557 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $303,803.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 ended2024-09-30
    13F 3,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,893.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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