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Kestra Advisory Services, LLC: NOW position timeline

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

Kestra Advisory Services, LLC held 121,230 NOW 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 121,230 shares
    Change vs previous 13F +2,889 shares

    0.03% of the 13F portfolio, value $12,035,720.

    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: 25,467 shares
    • Kestra Advisory Services, LLC: 91,785 shares
    • Kestra Investment Management, LLC: 3,978 shares

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

  2. period ended2026-03-31
    13F 118,341 shares
    Change vs previous 13F +2,486 shares

    0.03% of the 13F portfolio, value $12,372,560.

    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: 24,875 shares
    • Kestra Advisory Services, LLC: 89,744 shares
    • Kestra Investment Management, LLC: 3,722 shares

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

  3. period ended2025-12-31
    13F 115,855 shares
    Change vs previous 13F +92,546 shares

    0.05% of the 13F portfolio, value $17,747,805.

    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: 21,587 shares
    • Kestra Advisory Services, LLC: 91,943 shares
    • Kestra Investment Management, LLC: 2,325 shares

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

  4. period ended2025-09-30
    13F 23,309 shares
    Change vs previous 13F +378 shares

    0.06% of the 13F portfolio, value $21,451,137.

    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: 5,194 shares
    • Kestra Advisory Services, LLC: 17,580 shares
    • Kestra Investment Management, LLC: 535 shares

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

  5. period ended2025-06-30
    13F/A 22,931 shares
    Change vs previous 13F +1,487 shares

    0.08% of the 13F portfolio, value $23,575,311.

    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: 5,226 shares
    • Kestra Advisory Services, LLC: 17,312 shares
    • Kestra Investment Management, LLC: 393 shares

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

  6. period ended2025-03-31
    13F/A 21,444 shares
    Change vs previous 13F +2,133 shares

    0.06% of the 13F portfolio, value $17,072,426.

    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: 5,202 shares
    • Kestra Advisory Services, LLC: 15,858 shares
    • Kestra Investment Management, LLC: 384 shares

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

  7. period ended2024-12-31
    13F 19,311 shares
    Change vs previous 13F +2,385 shares

    0.08% of the 13F portfolio, value $20,471,978.

    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: 4,927 shares
    • Kestra Advisory Services, LLC: 14,213 shares
    • Kestra Investment Management, LLC: 171 shares

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

  8. period ended2024-09-30
    13F 16,926 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,138,791.

    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: 3,786 shares
    • Kestra Advisory Services, LLC: 13,140 shares

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