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Kestra Advisory Services, LLC: META position timeline

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

Kestra Advisory Services, LLC held 378,244 META 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 378,244 shares
    Change vs previous 13F +36,257 shares

    0.47% of the 13F portfolio, value $213,061,061.

    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: 120,141 shares
    • Kestra Advisory Services, LLC: 244,084 shares
    • Kestra Investment Management, LLC: 14,019 shares

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

  2. period ended2026-03-31
    13F 341,987 shares
    Change vs previous 13F +6,974 shares

    0.49% of the 13F portfolio, value $195,660,698.

    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: 119,715 shares
    • Kestra Advisory Services, LLC: 212,207 shares
    • Kestra Investment Management, LLC: 10,065 shares

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

  3. period ended2025-12-31
    13F 335,013 shares
    Change vs previous 13F +33,657 shares

    0.61% of the 13F portfolio, value $221,138,615.

    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: 128,995 shares
    • Kestra Advisory Services, LLC: 191,019 shares
    • Kestra Investment Management, LLC: 14,999 shares

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

  4. period ended2025-09-30
    13F 301,356 shares
    Change vs previous 13F +25,836 shares

    0.67% of the 13F portfolio, value $221,309,108.

    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: 121,135 shares
    • Kestra Advisory Services, LLC: 165,169 shares
    • Kestra Investment Management, LLC: 15,052 shares

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

  5. period ended2025-06-30
    13F/A 275,520 shares
    Change vs previous 13F -6,683 shares

    0.66% of the 13F portfolio, value $203,358,251.

    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: 116,511 shares
    • Kestra Advisory Services, LLC: 144,614 shares
    • Kestra Investment Management, LLC: 14,395 shares

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

  6. period ended2025-03-31
    13F/A 282,203 shares
    Change vs previous 13F +16,912 shares

    0.54% of the 13F portfolio, value $162,650,521.

    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: 112,067 shares
    • Kestra Advisory Services, LLC: 150,137 shares
    • Kestra Investment Management, LLC: 19,999 shares

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

  7. period ended2024-12-31
    13F 265,291 shares
    Change vs previous 13F -11,990 shares

    0.58% of the 13F portfolio, value $155,330,926.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 107,112 shares
    • Kestra Advisory Services, LLC: 143,121 shares
    • Kestra Investment Management, LLC: 15,058 shares

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

  8. period ended2024-09-30
    13F 277,281 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $158,758,834.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 134,175 shares
    • Kestra Advisory Services, LLC: 128,773 shares
    • Kestra Investment Management, LLC: 14,333 shares

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