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Kestra Advisory Services, LLC: NI position timeline

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

Kestra Advisory Services, LLC held 127,445 NI 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 127,445 shares
    Change vs previous 13F +2,445 shares

    0.02% of the 13F portfolio, value $6,060,019.

    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: 22,671 shares
    • Kestra Advisory Services, LLC: 104,774 shares

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

  2. period ended2026-03-31
    13F 125,000 shares
    Change vs previous 13F +18,429 shares

    0.02% of the 13F portfolio, value $5,832,536.

    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: 18,739 shares
    • Kestra Advisory Services, LLC: 106,261 shares

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

  3. period ended2025-12-31
    13F 106,571 shares
    Change vs previous 13F +3,845 shares

    0.01% of the 13F portfolio, value $4,450,402.

    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: 5,508 shares
    • Kestra Advisory Services, LLC: 101,063 shares

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

  4. period ended2025-09-30
    13F 102,726 shares
    Change vs previous 13F +73,153 shares

    0.02% of the 13F portfolio, value $4,448,051.

    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: 5,381 shares
    • Kestra Advisory Services, LLC: 97,345 shares

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

  5. period ended2025-06-30
    13F 29,573 shares
    Change vs previous 13F +17,600 shares

    <0.01% of the 13F portfolio, value $1,192,979.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,454 shares
    • Kestra Advisory Services, LLC: 7,119 shares

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

  6. period ended2025-03-31
    13F 11,973 shares
    Change vs previous 13F +5,535 shares

    <0.01% of the 13F portfolio, value $479,998.

    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: 5,899 shares
    • Kestra Advisory Services, LLC: 6,074 shares

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

  7. period ended2024-12-31
    13F 6,438 shares
    Change vs previous 13F -1,451 shares

    <0.01% of the 13F portfolio, value $236,661.

    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 7,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,347.

    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).