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Kestra Advisory Services, LLC: LVHI position timeline

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

Kestra Advisory Services, LLC held 1,211,074 LVHI 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 1,211,074 shares
    Change vs previous 13F +75,409 shares

    0.12% of the 13F portfolio, value $49,151,436.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,030 shares
    • Kestra Advisory Services, LLC: 1,203,044 shares

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

  2. period ended2026-03-31
    13F 1,135,665 shares
    Change vs previous 13F +245,548 shares

    0.13% of the 13F portfolio, value $46,039,858.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,914 shares
    • Kestra Advisory Services, LLC: 1,127,751 shares

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

  3. period ended2025-12-31
    13F 890,117 shares
    Change vs previous 13F +774,197 shares

    0.1% of the 13F portfolio, value $32,774,103.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,875 shares
    • Kestra Advisory Services, LLC: 871,242 shares

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

  4. period ended2025-09-30
    13F 115,920 shares
    Change vs previous 13F -15,577 shares

    0.01% of the 13F portfolio, value $4,028,217.

    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: 16,844 shares
    • Kestra Advisory Services, LLC: 99,076 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 131,497 shares
    Change vs previous 13F +702 shares

    0.01% of the 13F portfolio, value $4,280,229.

    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: 59,985 shares
    • Kestra Advisory Services, LLC: 68,966 shares
    • Kestra Investment Management, LLC: 2,546 shares

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

  6. period ended2025-03-31
    13F/A 130,795 shares
    Change vs previous 13F +92,921 shares

    0.01% of the 13F portfolio, value $4,233,834.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 78,284 shares
    • Kestra Advisory Services, LLC: 46,704 shares
    • Kestra Investment Management, LLC: 5,807 shares

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

  7. period ended2024-12-31
    13F 37,874 shares
    Change vs previous 13F +3,513 shares

    0.01% of the 13F portfolio, value $1,155,914.

    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 34,361 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,067,943.

    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).