Skip to content
Disclosery

Kestra Advisory Services, LLC: LPLA position timeline

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

Kestra Advisory Services, LLC held 2,240 LPLA 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 2,240 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $631,025.

    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 2,498 shares
    Change vs previous 13F -1,352 shares

    <0.01% of the 13F portfolio, value $751,327.

    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 3,850 shares
    Change vs previous 13F -237 shares

    0.01% of the 13F portfolio, value $1,375,099.

    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 4,087 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $1,359,669.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 4,087 shares

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

  5. period ended2025-06-30
    13F/A 5,148 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $1,930,267.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 627 shares
    • Kestra Advisory Services, LLC: 4,521 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 4,891 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $1,600,042.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 888 shares
    • Kestra Advisory Services, LLC: 4,001 shares
    • Kestra Investment Management, LLC: 2 shares

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

  7. period ended2024-12-31
    13F 5,074 shares
    Change vs previous 13F -940 shares

    0.01% of the 13F portfolio, value $1,656,712.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,070 shares
    • Kestra Investment Management, LLC: 4 shares

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

  8. period ended2024-09-30
    13F 6,014 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,399,005.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 6,014 shares

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