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Kestra Advisory Services, LLC: NTAP position timeline

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

Kestra Advisory Services, LLC held 54,597 NTAP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,597 shares
    Change vs previous 13F +6,981 shares

    0.02% of the 13F portfolio, value $8,449,478.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,308 shares
    • Kestra Advisory Services, LLC: 17,486 shares
    • Kestra Investment Management, LLC: 30,803 shares

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

  2. period ended2026-03-31
    13F 47,616 shares
    Change vs previous 13F +4,643 shares

    0.01% of the 13F portfolio, value $4,875,440.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,870 shares
    • Kestra Advisory Services, LLC: 13,690 shares
    • Kestra Investment Management, LLC: 24,056 shares

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

  3. period ended2025-12-31
    13F 42,973 shares
    Change vs previous 13F +8,908 shares

    0.01% of the 13F portfolio, value $4,601,997.

    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: 14,558 shares
    • Kestra Advisory Services, LLC: 14,947 shares
    • Kestra Investment Management, LLC: 13,468 shares

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

  4. period ended2025-09-30
    13F 34,065 shares
    Change vs previous 13F +1,980 shares

    0.01% of the 13F portfolio, value $4,035,333.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,572 shares
    • Kestra Advisory Services, LLC: 10,802 shares
    • Kestra Investment Management, LLC: 13,691 shares

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

  5. period ended2025-06-30
    13F/A 32,085 shares
    Change vs previous 13F +1,623 shares

    0.01% of the 13F portfolio, value $3,418,647.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,069 shares
    • Kestra Advisory Services, LLC: 11,232 shares
    • Kestra Investment Management, LLC: 12,784 shares

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

  6. period ended2025-03-31
    13F/A 30,462 shares
    Change vs previous 13F +1,056 shares

    0.01% of the 13F portfolio, value $2,675,782.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 21,864 shares
    • Kestra Investment Management, LLC: 8,598 shares

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

  7. period ended2024-12-31
    13F 29,406 shares
    Change vs previous 13F +1,278 shares

    0.02% of the 13F portfolio, value $3,413,470.

    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: 0 shares
    • Kestra Advisory Services, LLC: 22,778 shares
    • Kestra Investment Management, LLC: 6,628 shares

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

  8. period ended2024-09-30
    13F 28,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,474,078.

    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: 2,482 shares
    • Kestra Advisory Services, LLC: 22,273 shares
    • Kestra Investment Management, LLC: 3,373 shares

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