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Kestra Advisory Services, LLC: NVBT position timeline

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

Kestra Advisory Services, LLC held 32,118 NVBT 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 32,118 shares
    Change vs previous 13F -5,769 shares

    <0.01% of the 13F portfolio, value $1,271,801.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,379 shares
    • Kestra Advisory Services, LLC: 12,739 shares

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

  2. period ended2026-03-31
    13F 37,887 shares
    Change vs previous 13F +6,995 shares

    <0.01% of the 13F portfolio, value $1,356,337.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,379 shares
    • Kestra Advisory Services, LLC: 18,508 shares

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

  3. period ended2025-12-31
    13F 30,892 shares
    Change vs previous 13F -38,618 shares

    <0.01% of the 13F portfolio, value $1,138,399.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,680 shares
    • Kestra Advisory Services, LLC: 11,212 shares

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

  4. period ended2025-09-30
    13F 69,510 shares
    Change vs previous 13F -629,366 shares

    0.01% of the 13F portfolio, value $2,512,192.

    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: 19,680 shares
    • Kestra Advisory Services, LLC: 49,830 shares

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

  5. period ended2025-06-30
    13F 698,876 shares
    Change vs previous 13F +35,717 shares

    0.09% of the 13F portfolio, value $23,997,092.

    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: 20,121 shares
    • Kestra Advisory Services, LLC: 678,755 shares

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

  6. period ended2025-03-31
    13F 663,159 shares
    Change vs previous 13F +28,515 shares

    0.08% of the 13F portfolio, value $21,141,509.

    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: 22,407 shares
    • Kestra Advisory Services, LLC: 640,752 shares

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

  7. period ended2024-12-31
    13F 634,644 shares
    Change vs previous 13F +610,544 shares

    0.09% of the 13F portfolio, value $20,725,442.

    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: 23,800 shares
    • Kestra Advisory Services, LLC: 610,844 shares

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

  8. period ended2024-09-30
    13F 24,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $765,517.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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