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Kestra Advisory Services, LLC: L position timeline

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

Kestra Advisory Services, LLC held 11,949 L 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 11,949 shares
    Change vs previous 13F -4,845 shares

    <0.01% of the 13F portfolio, value $1,352,754.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,085 shares
    • Kestra Advisory Services, LLC: 2,864 shares

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

  2. period ended2026-03-31
    13F 16,794 shares
    Change vs previous 13F -3,601 shares

    0.01% of the 13F portfolio, value $1,792,492.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,930 shares
    • Kestra Advisory Services, LLC: 2,864 shares

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

  3. period ended2025-12-31
    13F 20,395 shares
    Change vs previous 13F +8,284 shares

    0.01% of the 13F portfolio, value $2,147,789.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,321 shares
    • Kestra Advisory Services, LLC: 3,074 shares

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

  4. period ended2025-09-30
    13F 12,111 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $1,215,852.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,073 shares
    • Kestra Advisory Services, LLC: 3,038 shares

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

  5. period ended2025-06-30
    13F 12,232 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $1,121,170.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,081 shares
    • Kestra Advisory Services, LLC: 3,151 shares

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

  6. period ended2025-03-31
    13F 11,946 shares
    Change vs previous 13F +539 shares

    <0.01% of the 13F portfolio, value $1,097,957.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,111 shares
    • Kestra Advisory Services, LLC: 2,835 shares

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

  7. period ended2024-12-31
    13F 11,407 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $966,059.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,111 shares
    • Kestra Advisory Services, LLC: 3,296 shares

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

  8. period ended2024-09-30
    13F 11,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $894,532.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,102 shares
    • Kestra Advisory Services, LLC: 3,214 shares

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