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Kestra Advisory Services, LLC: LDP position timeline

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

Kestra Advisory Services, LLC held 45,651 LDP 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 45,651 shares
    Change vs previous 13F +4,746 shares

    <0.01% of the 13F portfolio, value $965,974.

    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: 31,947 shares
    • Kestra Advisory Services, LLC: 13,704 shares

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

  2. period ended2026-03-31
    13F 40,905 shares
    Change vs previous 13F +1,829 shares

    <0.01% of the 13F portfolio, value $816,886.

    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: 28,004 shares
    • Kestra Advisory Services, LLC: 12,901 shares

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

  3. period ended2025-12-31
    13F 39,076 shares
    Change vs previous 13F +20,847 shares

    <0.01% of the 13F portfolio, value $827,239.

    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: 20,347 shares
    • Kestra Advisory Services, LLC: 18,729 shares

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

  4. period ended2025-09-30
    13F 18,229 shares
    Change vs previous 13F -1,285 shares

    0.01% of the 13F portfolio, value $395,030.

    13F-HR 0001649451-25-000009 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).

  5. period ended2025-06-30
    13F 19,514 shares
    Change vs previous 13F +1,870 shares

    0.01% of the 13F portfolio, value $409,404.

    13F-HR 0001649451-25-000006 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).

  6. period ended2025-03-31
    13F 17,644 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $359,232.

    13F-HR 0001649451-25-000004 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 ended2024-12-31
    13F 17,529 shares
    Change vs previous 13F +7,655 shares

    0.01% of the 13F portfolio, value $354,086.

    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).

  8. period ended2024-09-30
    13F 9,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,760.

    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).