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Kestra Advisory Services, LLC: NEAR position timeline

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

Kestra Advisory Services, LLC held 147,409 NEAR 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 147,409 shares
    Change vs previous 13F -71,648 shares

    0.02% of the 13F portfolio, value $7,467,759.

    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: 22,950 shares
    • Kestra Advisory Services, LLC: 124,459 shares

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

  2. period ended2026-03-31
    13F 219,057 shares
    Change vs previous 13F +90,350 shares

    0.03% of the 13F portfolio, value $11,135,798.

    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: 38,985 shares
    • Kestra Advisory Services, LLC: 180,072 shares

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

  3. period ended2025-12-31
    13F 128,707 shares
    Change vs previous 13F +52,120 shares

    0.02% of the 13F portfolio, value $6,576,892.

    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: 45,873 shares
    • Kestra Advisory Services, LLC: 82,834 shares

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

  4. period ended2025-09-30
    13F 76,587 shares
    Change vs previous 13F -146,459 shares

    0.02% of the 13F portfolio, value $3,927,362.

    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: 0 shares
    • Kestra Advisory Services, LLC: 76,587 shares

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

  5. period ended2025-06-30
    13F 223,046 shares
    Change vs previous 13F +152,700 shares

    0.04% of the 13F portfolio, value $11,397,663.

    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: 6,709 shares
    • Kestra Advisory Services, LLC: 216,337 shares

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

  6. period ended2025-03-31
    13F 70,346 shares
    Change vs previous 13F -139,034 shares

    0.01% of the 13F portfolio, value $3,578,501.

    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: 6,432 shares
    • Kestra Advisory Services, LLC: 63,914 shares

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

  7. period ended2024-12-31
    13F 209,380 shares
    Change vs previous 13F +155,869 shares

    0.06% of the 13F portfolio, value $10,573,690.

    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 53,511 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,741,921.

    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).