Kestra Advisory Services, LLC: NET position timeline

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

Kestra Advisory Services, LLC held 36,772 NET shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 36,772 shares
Change vs previous 13F +9,263 shares
0.02% of the 13F portfolio, value $9,019,436.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,968 shares
- Kestra Advisory Services, LLC: 22,153 shares
- Kestra Investment Management, LLC: 1,651 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 27,509 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $5,676,207.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,201 shares
- Kestra Advisory Services, LLC: 21,970 shares
- Kestra Investment Management, LLC: 1,338 shares
Acceptance time not in the bulk data set (spec §4.2).