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Kestra Advisory Services, LLC: NOC position timeline

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

Kestra Advisory Services, LLC held 34,024 NOC 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 34,024 shares
    Change vs previous 13F +3,575 shares

    0.04% of the 13F portfolio, value $17,328,693.

    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: 12,132 shares
    • Kestra Advisory Services, LLC: 21,270 shares
    • Kestra Investment Management, LLC: 622 shares

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

  2. period ended2026-03-31
    13F 30,449 shares
    Change vs previous 13F +1,301 shares

    0.06% of the 13F portfolio, value $20,773,226.

    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: 10,967 shares
    • Kestra Advisory Services, LLC: 19,482 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 29,148 shares
    Change vs previous 13F -233 shares

    0.05% of the 13F portfolio, value $16,620,184.

    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: 9,183 shares
    • Kestra Advisory Services, LLC: 19,612 shares
    • Kestra Investment Management, LLC: 353 shares

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

  4. period ended2025-09-30
    13F 29,381 shares
    Change vs previous 13F +2,680 shares

    0.05% of the 13F portfolio, value $17,902,323.

    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: 10,209 shares
    • Kestra Advisory Services, LLC: 18,834 shares
    • Kestra Investment Management, LLC: 338 shares

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

  5. period ended2025-06-30
    13F/A 26,701 shares
    Change vs previous 13F -833 shares

    0.04% of the 13F portfolio, value $13,350,352.

    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: 9,303 shares
    • Kestra Advisory Services, LLC: 16,898 shares
    • Kestra Investment Management, LLC: 500 shares

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

  6. period ended2025-03-31
    13F/A 27,534 shares
    Change vs previous 13F -2,632 shares

    0.05% of the 13F portfolio, value $14,097,684.

    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: 9,028 shares
    • Kestra Advisory Services, LLC: 18,178 shares
    • Kestra Investment Management, LLC: 328 shares

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

  7. period ended2024-12-31
    13F 30,166 shares
    Change vs previous 13F +5,686 shares

    0.05% of the 13F portfolio, value $14,156,601.

    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: 8,877 shares
    • Kestra Advisory Services, LLC: 20,702 shares
    • Kestra Investment Management, LLC: 587 shares

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

  8. period ended2024-09-30
    13F 24,480 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,927,205.

    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: 5,473 shares
    • Kestra Advisory Services, LLC: 18,362 shares
    • Kestra Investment Management, LLC: 645 shares

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