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Kestra Advisory Services, LLC: LRGF position timeline

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

Kestra Advisory Services, LLC held 677,899 LRGF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 677,899 shares
    Change vs previous 13F -304,658 shares

    0.14% of the 13F portfolio, value $51,269,545.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 21,311 shares
    • Kestra Investment Management, LLC: 656,588 shares

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

  2. period ended2026-03-31
    13F 982,557 shares
    Change vs previous 13F +401,604 shares

    0.2% of the 13F portfolio, value $64,848,824.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 18,366 shares
    • Kestra Investment Management, LLC: 964,191 shares

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

  3. period ended2025-12-31
    13F 580,953 shares
    Change vs previous 13F +44,052 shares

    0.14% of the 13F portfolio, value $40,335,544.

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

    • Kestra Advisory Services, LLC: 11,687 shares
    • Kestra Investment Management, LLC: 569,266 shares

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

  4. period ended2025-09-30
    13F 536,901 shares
    Change vs previous 13F +50,138 shares

    0.15% of the 13F portfolio, value $37,089,136.

    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: 10,537 shares
    • Kestra Investment Management, LLC: 526,364 shares

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

  5. period ended2025-06-30
    13F/A 486,763 shares
    Change vs previous 13F +44,065 shares

    0.13% of the 13F portfolio, value $31,216,119.

    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: 8,663 shares
    • Kestra Investment Management, LLC: 478,100 shares

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

  6. period ended2025-03-31
    13F/A 442,698 shares
    Change vs previous 13F +30,161 shares

    0.11% of the 13F portfolio, value $25,623,361.

    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: 6,024 shares
    • Kestra Investment Management, LLC: 436,674 shares

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

  7. period ended2024-12-31
    13F 412,537 shares
    Change vs previous 13F +28,784 shares

    0.12% of the 13F portfolio, value $24,896,565.

    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: 7,290 shares
    • Kestra Investment Management, LLC: 405,247 shares

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

  8. period ended2024-09-30
    13F 383,753 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $22,553,178.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,649 shares
    • Kestra Investment Management, LLC: 375,104 shares

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