Kestra Advisory Services, LLC: LQD position timeline

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

Kestra Advisory Services, LLC held 664,048 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 664,048 shares
Change vs previous 13F +208,908 shares
0.18% of the 13F portfolio, value $72,427,744.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 70,526 shares
- Kestra Advisory Services, LLC: 593,522 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 455,140 shares
Change vs previous 13F -56,382 shares
0.14% of the 13F portfolio, value $49,605,675.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 70,432 shares
- Kestra Advisory Services, LLC: 384,708 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 511,522 shares
Change vs previous 13F +41,458 shares
0.17% of the 13F portfolio, value $56,364,597.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 73,728 shares
- Kestra Advisory Services, LLC: 437,794 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 470,064 shares
Change vs previous 13F +251,327 shares
0.18% of the 13F portfolio, value $52,398,086.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 72,236 shares
- Kestra Advisory Services, LLC: 397,828 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 218,737 shares
Change vs previous 13F +16,858 shares
0.09% of the 13F portfolio, value $23,975,771.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 71,383 shares
- Kestra Advisory Services, LLC: 147,354 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 201,879 shares
Change vs previous 13F -258,135 shares
0.08% of the 13F portfolio, value $21,942,228.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 68,686 shares
- Kestra Advisory Services, LLC: 133,193 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 460,014 shares
Change vs previous 13F +86,565 shares
0.18% of the 13F portfolio, value $49,147,871.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 68,162 shares
- Kestra Advisory Services, LLC: 391,807 shares
- Kestra Investment Management, LLC: 45 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 373,449 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $42,192,311.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,837 shares
- Kestra Advisory Services, LLC: 315,612 shares
Acceptance time not in the bulk data set (spec §4.2).