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Disclosery

Kestra Advisory Services, LLC: LOPE position timeline

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

Kestra Advisory Services, LLC held 0 LOPE 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 0 shares
    Change vs previous 13F -2,079 shares

    13F-HR 0001649451-26-000008 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).

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

  2. period ended2026-03-31
    13F 2,079 shares
    Change vs previous 13F -7,019 shares

    <0.01% of the 13F portfolio, value $353,492.

    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: 2,079 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 9,098 shares
    Change vs previous 13F -2,466 shares

    <0.01% of the 13F portfolio, value $1,513,089.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,065 shares
    • Kestra Advisory Services, LLC: 1,547 shares
    • Kestra Investment Management, LLC: 5,486 shares

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

  4. period ended2025-09-30
    13F 11,564 shares
    Change vs previous 13F +9,443 shares

    0.01% of the 13F portfolio, value $2,538,530.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,305 shares
    • Kestra Advisory Services, LLC: 1,576 shares
    • Kestra Investment Management, LLC: 5,683 shares

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

  5. period ended2025-06-30
    13F/A 2,121 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $400,869.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,580 shares
    • Kestra Investment Management, LLC: 541 shares

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

  6. period ended2025-03-31
    13F/A 2,189 shares
    Change vs previous 13F +581 shares

    <0.01% of the 13F portfolio, value $378,742.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,527 shares
    • Kestra Investment Management, LLC: 662 shares

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

  7. period ended2024-12-31
    13F 1,608 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $263,390.

    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 1,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,413.

    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).