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Kestra Advisory Services, LLC: LRGE position timeline

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

Kestra Advisory Services, LLC held 64,152 LRGE 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 64,152 shares
    Change vs previous 13F +53,531 shares

    0.02% of the 13F portfolio, value $5,495,277.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 60,220 shares
    • Kestra Investment Management, LLC: 3,932 shares

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

  2. period ended2026-03-31
    13F 10,621 shares
    Change vs previous 13F +2,097 shares

    <0.01% of the 13F portfolio, value $798,676.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,689 shares
    • Kestra Investment Management, LLC: 3,932 shares

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

  3. period ended2025-12-31
    13F 8,524 shares
    Change vs previous 13F -2,808 shares

    <0.01% of the 13F portfolio, value $701,815.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,592 shares
    • Kestra Investment Management, LLC: 3,932 shares

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

  4. period ended2025-09-30
    13F 11,332 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $944,519.

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

    • Kestra Advisory Services, LLC: 4,805 shares
    • Kestra Investment Management, LLC: 6,527 shares

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

  5. period ended2025-06-30
    13F/A 11,424 shares
    Change vs previous 13F -1,270 shares

    <0.01% of the 13F portfolio, value $906,004.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,897 shares
    • Kestra Investment Management, LLC: 6,527 shares

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

  6. period ended2025-03-31
    13F/A 12,694 shares
    Change vs previous 13F -424 shares

    <0.01% of the 13F portfolio, value $885,788.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,809 shares
    • Kestra Investment Management, LLC: 7,885 shares

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

  7. period ended2024-12-31
    13F 13,118 shares
    Change vs previous 13F -70,597 shares

    <0.01% of the 13F portfolio, value $987,265.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,233 shares
    • Kestra Investment Management, LLC: 7,885 shares

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

  8. period ended2024-09-30
    13F 83,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,113,157.

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

    • Kestra Advisory Services, LLC: 75,830 shares
    • Kestra Investment Management, LLC: 7,885 shares

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