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Kestra Advisory Services, LLC: NDAQ position timeline

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

Kestra Advisory Services, LLC held 36,868 NDAQ 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 36,868 shares
    Change vs previous 13F -930 shares

    0.01% of the 13F portfolio, value $2,905,972.

    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: 6,567 shares
    • Kestra Advisory Services, LLC: 30,301 shares

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

  2. period ended2026-03-31
    13F 37,798 shares
    Change vs previous 13F -19,075 shares

    0.01% of the 13F portfolio, value $3,208,640.

    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: 6,624 shares
    • Kestra Advisory Services, LLC: 31,174 shares

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

  3. period ended2025-12-31
    13F 56,873 shares
    Change vs previous 13F -3,044 shares

    0.02% of the 13F portfolio, value $5,524,033.

    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: 6,776 shares
    • Kestra Advisory Services, LLC: 50,097 shares

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

  4. period ended2025-09-30
    13F 59,917 shares
    Change vs previous 13F +3,507 shares

    0.02% of the 13F portfolio, value $5,299,634.

    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: 7,943 shares
    • Kestra Advisory Services, LLC: 51,974 shares

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

  5. period ended2025-06-30
    13F 56,410 shares
    Change vs previous 13F +15,765 shares

    0.02% of the 13F portfolio, value $5,044,156.

    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: 7,108 shares
    • Kestra Advisory Services, LLC: 49,302 shares

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

  6. period ended2025-03-31
    13F/A 40,645 shares
    Change vs previous 13F +1,586 shares

    0.01% of the 13F portfolio, value $3,083,329.

    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: 7,333 shares
    • Kestra Advisory Services, LLC: 33,312 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 39,059 shares
    Change vs previous 13F +1,061 shares

    0.01% of the 13F portfolio, value $3,019,673.

    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: 4,660 shares
    • Kestra Advisory Services, LLC: 33,973 shares
    • Kestra Investment Management, LLC: 426 shares

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

  8. period ended2024-09-30
    13F 37,998 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,774,233.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,494 shares
    • Kestra Advisory Services, LLC: 32,504 shares

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